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MIOT

Massachusetts Institute of Technology Portfolio holdings

AUM $577M
1-Year Est. Return 8.5%
This Fund
S&P 500
This Quarter Est. Return
-13.51%
1 Year Est. Return
+8.5%
3 Year Est. Return
+50.8%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow %
108.99%
Top 10 Hldgs %
100%
Holding
7
New
7
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
JBGS
JBG SMITH
JBGS
+$64.7M
2
BOC icon
Boston Omaha
BOC
+$50.3M
3
SMAR
Smartsheet Inc.
SMAR
+$8.92M
4
FINV
FinVolution Group
FINV
+$1.29M
5
ONC
BeOne Medicines Ltd
ONC
+$1.02M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Real Estate 51.16%
2 Industrials 39.25%
3 Technology 7.93%
4 Healthcare 0.92%
5 Financials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JBGS
1
JBG SMITH
JBGS
$825M
$59.9M 51.16%
+1,720,323
New +$64.7M
BOC icon
2
Boston Omaha
BOC
$439M
$45.2M 38.62%
+1,932,000
New +$50.3M
SMAR
3
DELISTED
Smartsheet Inc.
SMAR
$8.92M 7.62%
+358,924
New +$8.92M
ONC
4
BeOne Medicines Ltd
ONC
$32.4B
$1.08M 0.92%
+7,669
New +$1.02M
FINV
5
FinVolution Group
FINV
$1.17B
$871K 0.74%
+242,019
New +$1.29M
TXT icon
6
Textron
TXT
$14.7B
$736K 0.63%
+16,000
New +$899K
CBLK
7
DELISTED
Carbon Black, Inc. Common Stock
CBLK
$355K 0.3%
+26,772
New +$440K

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EIP
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SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $576M AUM 12.34% 1-Year Est. Return
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
PG
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IDA
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Massachusetts Institute of Technology's Q4 2018 Portfolio in Review

Q4 2018 is the first quarter with a 13F filing on record for Massachusetts Institute of Technology, which disclosed 7 positions worth $117M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is JBG SMITH: 1,720,323 shares worth $59.9M.

By sector, the portfolio is most concentrated in Real Estate at 51% of assets, followed by Industrials and Technology.

  • Massachusetts Institute of Technology's largest Q4 2018 buy was JBG SMITH: 1,720,323 shares worth $59.9M.
  • Massachusetts Institute of Technology's ten largest holdings make up 100% of its $117M portfolio in Q4 2018.
  • Massachusetts Institute of Technology disclosed 7 positions in Q4 2018, its first 13F filing on record.

Based on Massachusetts Institute of Technology's 13F filing for Q4 2018, filed 14 Feb 2019.