MIOT

Massachusetts Institute of Technology Portfolio holdings

AUM $996M
1-Year Est. Return 46.75%
This Quarter Est. Return
1 Year Est. Return
+46.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$996M
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$29.2M
3
+$23.9M
4
NVDA icon
NVIDIA
NVDA
+$2.11M

Top Sells

1
+$169M
2
+$21.7M
3
+$11.1M
4
WRBY icon
Warby Parker
WRBY
+$8.17M

Sector Composition

1 Consumer Discretionary 90.88%
2 Industrials 3.58%
3 Technology 3.15%
4 Financials 2.4%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPNG icon
1
Coupang
CPNG
$58.2B
$691M 69.46%
23,078,672
-5,625,003
CVNA icon
2
Carvana
CVNA
$49.1B
$213M 21.42%
+632,924
BOC icon
3
Boston Omaha
BOC
$423M
$34.3M 3.45%
2,444,473
IOT icon
4
Samsara
IOT
$22.9B
$29.2M 2.93%
+734,181
NNI icon
5
Nelnet
NNI
$4.75B
$23.9M 2.4%
+197,211
NVDA icon
6
NVIDIA
NVDA
$4.64T
$2.11M 0.21%
+13,372
TXT icon
7
Textron
TXT
$14.2B
$1.28M 0.13%
16,000
NU icon
8
Nu Holdings
NU
$77.1B
– –
-2,116,255
WRBY icon
9
Warby Parker
WRBY
$2.64B
– –
-447,958
RBRK icon
10
Rubrik
RBRK
$15.5B
– –
-181,661