MGB

Mass General Brigham Portfolio holdings

AUM $43.6M
1-Year Est. Return 289.77%
This Quarter Est. Return
1 Year Est. Return
+289.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
-$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$223M
2
+$146M
3
+$32.7M
4
PDD icon
Pinduoduo
PDD
+$4.49M
5
DOCU icon
DocuSign
DOCU
+$1.12M

Top Sells

1
+$80.6M

Sector Composition

1 Financials 7.97%
2 Consumer Discretionary 1.1%
3 Technology 0.64%
4 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$223M 54.41%
+518,761
2
$146M 35.6%
+1,265,403
3
$32.7M 7.97%
+128,947
4
$4.49M 1.1%
+35,350
5
$1.12M 0.27%
+4,003
6
$1.09M 0.27%
+4,496
7
$1.05M 0.26%
+6,464
8
$403K 0.1%
+7,969
9
$131K 0.03%
+19,291
10
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0