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Latest Trustees of the Smith College Stock Portfolio

$18.29Million | No. of Holdings #2

About Trustees of the Smith College and 13F Hedge Fund Stock Holdings

On 2024-11-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Trustees of the Smith College reported an equity portfolio of $18.3 Millions as of 30 Sep, 2024. <br><br> The top stock holdings of Trustees of the Smith College are VB, IJR. The fund has invested 78.8% of it's portfolio in VANGUARD INDEX FDS and 21.2% of portfolio in ISHARES TR. <br><br> The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB) and ISHARES TR (IJR).
Trustees of the Smith College Equity Portfolio Value
Last Reported on: 12 Nov, 2024
$18.29Million
  as of Nov 12, 2024

Trustees of the Smith College Annual Return Estimates Vs S&P 500

  • Performance

New Buys

No new stocks were added by Trustees of the Smith College

Additions

Ticker% Inc.
vanguard index fds2.08
ishares tr0.92
Additions to existing portfolio by Trustees of the Smith College

Reductions

None of the existing positions were reduced by Trustees of the Smith College

Sold off

None of the stocks were completely sold off by Trustees of the Smith College

Sector Distribution

  • Others
Sector%
Others100

Market Cap. Distribution

  • UNALLOCATED
Category%
UNALLOCATED100

Stocks belong to which Index?

  • Others
Index%
Others100
Top 5 Winners (%)%
IJR
ishares tr
4.3 %
Top 5 Winners ($)$
IJR
ishares tr
0.2 M
Top 5 Losers (%)%
Top 5 Losers ($)$

Trustees of the Smith College Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Trustees of the Smith College

$18.29MTotal Value
2.00Positions
12 Nov, 2024Last Reported
Current holdings of Current Stock Holdings of Trustees of the Smith College, last reported on 12 Nov, 2024. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
IJR
Ishares Tr

Ishares Tr

IJR
Trustees of the Smith College's holding in Ishares Tr over time
21.24%38,355
$3.88M
21.24%
increased 0.92 percentadded
VB
Vanguard Index Fds

Vanguard Index Fds

VB
Trustees of the Smith College's holding in Vanguard Index Fds over time
78.76%146,657
$14.41M
78.76%
increased 2.08 percentadded