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
$140M
AUM Growth
-$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$561K
2
+$510K

Top Sells

1
+$34M
2
+$23.3M

Sector Composition

1 Financials 3.25%
2 Energy 0.4%
3 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$81.2M 57.8%
211,277
-88,609
2
$53.6M 38.19%
553,095
-240,310
3
$4.56M 3.25%
128,947
4
$561K 0.4%
+60,710
5
$510K 0.36%
+21,424