Trustees Of The Smith College is an investment fund managing more than $15.7 billion ran by Lisa Howie. There are currently 2 companies in Mrs. Howie’s portfolio. The largest investments include Vanguard Index Fds and Ishares Tr, together worth $15.7 billion.
As of 7th August 2024, Trustees Of The Smith College’s top holding is 143,675 shares of Vanguard Index Fds currently worth over $12 billion and making up 76.5% of the portfolio value.
In addition, the fund holds 38,006 shares of Ishares Tr worth $3.69 billion.
Currently, Trustees Of The Smith College's portfolio is worth at least $15.7 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Trustees Of The Smith College office and employees reside in Northampton, Massachusetts. According to the last 13-F report filed with the SEC, Lisa Howie serves as the Chief Investment Officer at Trustees Of The Smith College.
Lisa Howie disclosed a decreased stake in Ishares Tr by 0.7%.
This leaves the value of the investment at $3.69 billion and 38,006 shares.
The two most similar investment funds to Trustees Of The Smith College are Ladenburg Thalmann Financial Services Inc and Context Capital Management. They manage $15.7 billion and $15.8 billion respectively.
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
No change
143,675
|
$12,034,218,000 | 76.54% |
| Ishares Tr |
72.34%
38,006
|
$3,689,242,000 | 23.46% |
| No transactions found | |||
| Showing first 500 out of 2 holdings | |||