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
$214M
AUM Growth
-$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.84M

Top Sells

1
+$1K
2
+$1K

Sector Composition

1 Financials 2.84%
2 Consumer Discretionary 0%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$121M 56.63%
319,361
+33,424
2
$86.7M 40.53%
852,370
+96,728
3
$6.06M 2.84%
128,947
4
– –
-1,932
5
– –
-20,957