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
$235M
AUM Growth
-$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$1K

Top Sells

1
+$17M
2
+$8.52M
3
+$1.7K
4
DADA
Dada Nexus
DADA
+$1K
5
DOCU icon
DocuSign
DOCU
+$1K

Sector Composition

1 Financials 10.41%
2 Consumer Discretionary 0%
3 Healthcare 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$130M 55.17%
285,937
-37,384
2
$80.9M 34.42%
755,642
-79,524
3
$24.5M 10.41%
128,947
4
$1K ﹤0.01%
1,932
-3,277
5
$1K ﹤0.01%
+20,957
6
– –
-17,364
7
– –
-3,864
8
– –
-2,102