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
$10.8M
AUM Growth
-$99.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$53.8M
2
+$32.2M
3
+$10.5M
4
FLYW icon
Flywire
FLYW
+$1.82M
5
GTM
ZoomInfo Technologies
GTM
+$1.69M

Sector Composition

1 Financials 89.84%
2 Consumer Discretionary 10.16%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.68M 89.84%
128,947
2
$1.09M 10.16%
45,074
3
– –
-328,893
4
– –
-378,035
5
– –
-66,415
6
– –
-58,488
7
– –
-120,617