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
$110M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$1.82M
3
+$1.69M

Top Sells

1
+$19.7M
2
+$9.97M
3
+$7.33M
4
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+$915K

Sector Composition

1 Technology 12.71%
2 Financials 8.39%
3 Consumer Discretionary 0.68%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.8M 48.9%
120,617
-44,185
2
$32.2M 29.31%
328,893
-101,776
3
$10.5M 9.53%
+378,035
4
$9.23M 8.39%
128,947
5
$1.82M 1.65%
+58,488
6
$1.69M 1.53%
+66,415
7
$751K 0.68%
45,074
8
– –
-52,089
9
– –
-338,191