Latest Trustees of the Smith College Stock Portfolio
About Trustees of the Smith College and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Trustees of the Smith College reported an equity portfolio of $18.3 Millions as of 30 Sep, 2024.
The top stock holdings of Trustees of the Smith College are VB, IJR. The fund has invested 78.8% of it's portfolio in VANGUARD INDEX FDS and 21.2% of portfolio in ISHARES TR.
The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB) and ISHARES TR (IJR).
The top stock holdings of Trustees of the Smith College are VB, IJR. The fund has invested 78.8% of it's portfolio in VANGUARD INDEX FDS and 21.2% of portfolio in ISHARES TR.
The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB) and ISHARES TR (IJR).
Trustees of the Smith College Annual Return Estimates Vs S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 2.08 |
| ishares tr | 0.92 |
Additions to existing portfolio by Trustees of the Smith College
Reductions
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| IJR | 4.3 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | 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
Last Reported on: 12 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| IJR | ishares tr | 21.24 | 38,355 | 3,884,210 | added | 0.92 | ||
| VB | vanguard index fds | 78.76 | 146,657 | 14,405,600 | added | 2.08 | ||