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
$128M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$915K
3
+$698K

Top Sells

1
+$19.1M
2
+$12.2M
3
+$561K

Sector Composition

1 Financials 6.79%
2 Healthcare 5.71%
3 Technology 0.71%
4 Consumer Discretionary 0.54%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.7M 52.8%
164,802
-46,475
2
$42.9M 33.44%
430,669
-122,426
3
$8.71M 6.79%
128,947
4
$7.33M 5.71%
338,191
+316,767
5
$915K 0.71%
+52,089
6
$698K 0.54%
+45,074
7
– –
-60,710