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Karen Wiltrout

@University Of Texas Texas Am Investment Management Co

Latest period2024 - Q3ReportedManaged Assets$615.531MTotal holdings162
Assets growth rate20%Assets growth rate (2-Q avg)-16.43%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in University Of Texas Texas Am Investment Management Co's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 162 positions.

Assets under management

The assets under management (AUM) of University Of Texas Texas Am Investment Management Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 615.531M in assets, with a quarterly growth rate of 20% and a 2-quarter average growth rate of -16.43%. The portfolio is managed by Karen Wiltrout, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLEEnergy Select Sector Spdr
Recent Activity
Decreased -11.31%
0.02%
$96,317
1,097 shares@ $87.81 avg price
ELEstee Lauder Cos Inc The
Recent Activity
Decreased -80.43%
0.02%
$71,179
714 shares@ $99.7 avg price
CBChubb Ltd
Recent Activity
Decreased -97.45%
0.01%
$47,296
164 shares@ $288.4 avg price
PGProcter & Gamble Co The
Recent Activity
Decreased -97.84%
0.01%
$43,127
249 shares@ $173.21 avg price
VRSNVerisign Inc
Recent Activity
Decreased -95.99%
0.01%
$29,634
156 shares@ $189.97 avg price
INTUIntuit Inc
Recent Activity
Decreased -96.82%
0.01%
$23,598
38 shares@ $621.0 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -74.18%
0.01%
$16,239
143 shares@ $113.56 avg price
PSXPhillips 66
Recent Activity
Decreased -58.67%
0.01%
$10,647
81 shares@ $131.45 avg price
IQVIqvia Holdings Inc
Recent Activity
Decreased -91.72%
0.01%
$2,844
12 shares@ $237.0 avg price