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
$94.2M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$337K

Top Sells

1
+$2.21M
2
+$1.83M
3
+$842K

Sector Composition

1 Real Estate 53.72%
2 Industrials 44.42%
3 Healthcare 1.86%
4 Financials 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.6M 53.72%
1,290,243
2
$41.1M 43.59%
2,070,328
3
$1.42M 1.5%
+62,219
4
$783K 0.83%
16,000
5
$337K 0.36%
+2,754
6
– –
-193,615
7
– –
-163,600
8
– –
-14,557