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MGB
Mass General Brigham Portfolio holdings
AUM
$361M
This Fund
S&P 500
This Quarter
Est. Return
+7.86%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$473M
AUM Growth
+$347M
(+275%)
Cap. Flow
$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
iShares Core S&P 500 ETF
IVV
$904B
| – | – |
0
| – | – |
|
2
iShares Core US Aggregate Bond ETF
AGG
$138B
| – | – |
0
| – | – |
|
3
iShares MSCI ACWI ETF
ACWI
$33.4B
| – | – |
0
| – | – |
|
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Mass General Brigham's Q4 2020 Portfolio in Review
As of Q4 2020, Mass General Brigham held 3 positions worth $473M, up 275% from $126M the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Trading was light in Q4 2020: portfolio turnover was 0%. Mass General Brigham opened no new positions and made no exits, leaving the 3-position portfolio largely intact.
- Mass General Brigham's ten largest holdings make up 100% of its $473M portfolio in Q4 2020.
- Mass General Brigham opened 0 new positions and closed 0 in Q4 2020.
- Mass General Brigham's portfolio value rose 275% quarter-over-quarter to $473M.
Based on Mass General Brigham's 13F filing for Q4 2020, filed 8 Feb 2021.