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
$44.8M
AUM Growth
-$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$4.79M
2 +$1.53M
3 +$506K

Top Sells

1 +$34.3M
2 +$155K

Sector Composition

1 Industrials 84.74%
2 Technology 14.13%
3 Financials 1.13%
4 Consumer Discretionary 0%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$37.5M 83.78%
2,070,328
2
$4.79M 10.71%
+33,300
3
$1.53M 3.42%
+88,543
4
$506K 1.13%
+15,117
5
$427K 0.95%
16,000
6
-860,162
7
-19,252