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
$68M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$7.02M
3
+$5.64M
4
ISEE
IVERIC bio, Inc. Common Stock
ISEE
+$1.57M
5
FINV
FinVolution Group
FINV
+$526K

Top Sells

1
+$1.53M
2
+$506K

Sector Composition

1 Industrials 49.52%
2 Technology 19.51%
3 Communication Services 8.31%
4 Healthcare 2.31%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.1M 48.74%
2,070,328
2
$13.3M 19.57%
+42,945
3
$7.02M 10.33%
+73,990
4
$6.24M 9.18%
33,300
5
$5.64M 8.31%
+390,902
6
$1.57M 2.31%
+308,139
7
$527K 0.78%
16,000
8
$526K 0.77%
+290,422
9
– –
-15,117
10
– –
-88,543