University of Massachusetts Foundation, Inc.
EndowmentFiling Date
Global Rank
#6,701
/ 6,723
▲ 31
Top Industry
Healthcare Plans
100.0%
3Y Alpha vs SPY
+50.5%
Period ended 3 years ago
Filed Aug 11, 2022 · 3y
5 quarters · since Mar 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+402.7%
SPY
+76.3%
Annualised alpha
+50.5%
Max drawdown
−65.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1 positions · as of Jun 30, 2022 · Δ vs Mar 31, 2022Top Position
100.0%
0.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated0
Portfolio Trend
5 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 100.0% | $127,629 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CLOV | Clover Health Investments, Corp. /De | −10,409 | 59,640 | $127,629 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$127,629 total
· as of Jun 30, 2022
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CLOV |
Clover Health Investments, Corp. /De
Healthcare
|
Reduced | 59,640 | $127,629 | 100.00% |