University Of Massachusetts Foundation, Inc. Top Holdings and 13F Report (2021)

About University Of Massachusetts Foundation, Inc.

University Of Massachusetts Foundation, Inc. has $240.33 million in total holdings as of September 30, 2021.
University Of Massachusetts Foundation, Inc. owns shares of 4 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
About 1.54% of the portfolio was sold this quarter.
This quarter, University Of Massachusetts Foundation, Inc. has purchased 4 new stocks and bought additional shares in 0 stocks.
University Of Massachusetts Foundation, Inc. sold shares of 1 stock and completely divested from 0 stocks this quarter.

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market Index Fund ETF Shares	$130,841,197		0.0%	503,429	54.4%	ETF
IVV iShares Core S&P 500 ETF	$46,639,611	$3,711,654 ▼	-7.4%	88,714	19.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$36,167,885		0.0%	700,928	15.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$26,682,535		0.0%	359,506	11.1%	ETF

Showing largest 100 holdings. View all holdings.

SEC Filings and Trading Data:

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