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2019-08-31_Texas_AM_University_System_Annual_Investment_Report

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stocks held in separately managed accounts or internally managed by institution Common Stock Foreign stocks held in separately managed accounts or internally managed by institution Other

Trang 1

August 31, 2019 Market Value

Common Stock (U.S stocks held in separately managed accounts or internally managed by institution

Common Stock (Foreign stocks held in separately managed accounts or internally managed by institution

Other Equity Commingled Funds (if primarily invested in publicly traded equities) 207,152,293.89

Total Publicly Traded Equity and Similar Investments 2,039,713,300.01

Real Estate - Domestic (investments in real estate limited partnerships) 31,249,668.01 Real Estate - International (investments in real estate limited partnerships) 5,607,515.41

Other - Derivatives (FX Contracts unrealized net gain/loss) 269,287.83

Total "Other" Investments - Other than Publicly Traded Equity & Debt Investments 1,455,075,177.77

Asset-Backed Securities (ABS) (other than mortgage-backed securities) 83,237,729.47

Collateralized Mortgage Obligations (CMOs & CMBS) - list below by category

Corporate Obligations (U.S companies) - list below by rating

Corporate Obligations (foreign companies) - list below by rating

Total Publicly Traded Debt & Similar Investments >1 year 1,404,485,196.25

Total Short-Term Investments & Deposits 1,595,531,190.83

TOTAL INVESTMENTS and DEPOSITS 6,494,804,864.86

"Other" Investments - Other than Publicly Traded Equity and Debt Investments

The Texas A&M University System

Annual Investment Report (Including Deposits)

Combined Report Investment or Deposit Type Publicly Traded Equity and Similar Investments

Publicly Traded Debt & Similar Investments>1 year maturity

Short-Term Investments & Deposits

* Other state universities, Midwestern State University (MSU), Stephen F Austin State University (SFA) and Texas Woman's University (TWU), participate in the A&M System Cash Concentration Pool and System Endowment Fund The TOTAL INVESTMENTS and DEPOSITS amount includes $45,655,709.38 for MSU, $73,679,631.93 for SFA and $181,303,442.08 for TWU The NET INVESTMENTS amount

301 Tarrow, 5th Floor, College Station, TX 77840; (979) 458-6330; mrobinson@tamus.edu

Trang 2

August 31, 2019 Market Value

Common Stock (U.S stocks held in separately managed accounts or internally managed by institution

Common Stock (Foreign stocks held in separately managed accounts or internally managed by institution

Other Equity Commingled Funds (if primarily invested in publicly traded equities) 162,789,820.11

Total Publicly Traded Equity and Similar Investments 1,579,315,451.54

Other - Derivatives (FX Contracts unrealized net gain/loss) 230,900.62

Total "Other" Investments - Other than Publicly Traded Equity & Debt Investments 786,501,462.96

Asset-Backed Securities (ABS) (other than mortgage-backed securities) 78,438,212.02

Collateralized Mortgage Obligations (CMOs) - list below by category

Corporate Obligations (U.S companies) - list below by rating

Corporate Obligations (foreign companies) - list below by rating

Total Publicly Traded Debt & Similar Investments >1 year 1,244,847,074.16

Total Short-Term Investments & Deposits 61,713,722.29

TOTAL INVESTMENTS and DEPOSITS 3,672,377,710.95

August 31, 2019 Market Value

Total Short-Term Investments & Deposits 842,294,727.26

TOTAL INVESTMENTS and DEPOSITS 842,294,727.26

The Texas A&M University System

Annual Investment Report (Including Deposits) Cash Concentration Pool - Long Term Investment or Deposit Type

Publicly Traded Equity and Similar Investments

"Other" Investments - Other than Publicly Traded Equity and Debt Investments

Publicly Traded Debt & Similar Investments>1 year maturity

Short-Term Investments & Deposits

Short-Term Investments & Deposits

The Texas A&M University System

Annual Investment Report (Including Deposits) Cash Concentration Pool - Short Term Investment or Deposit Type

Trang 3

August 31, 2019 Market Value

Common Stock (U.S stocks held in separately managed accounts or internally managed by institution

Common Stock (Foreign stocks held in separately managed accounts or internally managed by institution

Other Equity Commingled Funds (if primarily invested in publicly traded equities) 44,362,473.78

Total Publicly Traded Equity and Similar Investments 458,193,780.39

Real Estate - Domestic (investments in real estate limited partnerships) 31,249,668.01 Real Estate - International (investments in real estate limited partnerships) 5,607,515.41

Other - Derivatives (FX Contracts unrealized net gain/loss) 38,387.21

Total "Other" Investments - Other than Publicly Traded Equity & Debt Investments 582,099,066.49

Asset-Backed Securities (ABS) (other than mortgage-backed securities) 4,799,517.45

Collateralized Mortgage Obligations (CMOs) - list below by category

Corporate Obligations (U.S.) - list below by rating

Corporate Obligations (foreign companies) - list below by rating

Total Publicly Traded Debt & Similar Investments >1 year 159,166,303.26

Total Short-Term Investments & Deposits 22,967,230.74

TOTAL INVESTMENTS and DEPOSITS 1,222,426,380.88

The Texas A&M University System

Annual Investment Report (Including Deposits) System Endowment Fund Investment or Deposit Type Publicly Traded Equity and Similar Investments

"Other" Investments - Other than Publicly Traded Equity and Debt Investments

Publicly Traded Debt & Similar Investments>1 year maturity

Short-Term Investments & Deposits

Trang 4

August 31, 2019 Market Value

Common Stock (U.S stocks held in separately managed accounts or internally managed by institution

Total Publicly Traded Equity and Similar Investments 2,204,068.08

Total "Other" Investments - Other than Publicly Traded Equity & Debt Investments 86,474,648.32

Total Publicly Traded Debt & Similar Investments >1 year 471,818.83

Total Short-Term Investments & Deposits 668,555,510.54

TOTAL INVESTMENTS and DEPOSITS 757,706,045.77

Publicly Traded Debt & Similar Investments>1 year maturity

Short-Term Investments & Deposits

The Texas A&M University System

Annual Investment Report (Including Deposits)

Separately Held Investment or Deposit Type Publicly Traded Equity and Similar Investments

"Other" Investments - Other than Publicly Traded Equity and Debt Investments

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