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Karen Whinney

University Of Cambridge Investment Management Ltd

Assets Managed
$108.401M
Holdings
1
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
-43.55%(2Q avg: -21.77%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in University Of Cambridge Investment Management Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1 positions.

Assets under management

The assets under management (AUM) of University Of Cambridge Investment Management Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 108.401M in assets, with a quarterly growth rate of -43.55% and a 2-quarter average growth rate of -21.77%. The portfolio is managed by Karen Whinney, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XVV
Ishares Esg Screened S&p500
Recent Activity
Decreased -39.55%
100%
$108.401M
2.202M shares@ $49.22 avg price

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