SIC Portfolio
All major decisions are voted on by the club, subject to faculty governance.
Assets under management $230,679 |
Total return (YTD) +11.6% |
Holdings 39 |
Last updated: September 1, 2026
Performance vs. benchmark
▬ Club portfolio ▬ Russell 3000 (benchmark)
|
Top 5 holdings
| Ticker | Company | Weight |
| NVDA | NVIDIA | 11.3% |
| AAPL | Apple | 10.3% |
| SPY | SPDR S&P 500 ETF | 7.9% |
| JPM | JPMorgan Chase | 4.8% |
| MSFT | Microsoft | 4.3% |
|
Top 5 sectors
| Sector | Weight |
| Information Technology | 29.3% |
| Financials | 13.6% |
| Industrials | 9.0% |
| Health Care | 7.1% |
| Consumer Staples | 6.1% |
|
