MIOT
Massachusetts Institute of Technology Portfolio holdings
AUM
$996M
This Quarter Return
+7.43%
1 Year Return
+46.75%
3 Year Return
+139.15%
5 Year Return
–
10 Year Return
–
AUM
$45.1M
AUM Growth
+$45.1M
(-34%)
Cap. Flow
-$25.2M
Cap. Flow
% of AUM
-55.8%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
10
New
2
Increased
–
Reduced
1
Closed
4
Top Buys
| 1 |
CRISPR Therapeutics
CRSP
|
$1.85M |
| 2 |
Apple
AAPL
|
$348K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$13.3M |
| 2 |
Shopify
SHOP
|
$7.02M |
| 3 |
Upwork
UPWK
|
$5.65M |
| 4 |
ISEE
IVERIC bio, Inc. Common Stock
ISEE
|
$868K |
| 5 |
FINV
FinVolution Group
FINV
|
$526K |
Sector Composition
| 1 | Industrials | 74.63% |
| 2 | Technology | 19.33% |
| 3 | Healthcare | 6.04% |
| 4 | Communication Services | 0% |
| 5 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Boston Omaha
BOC
$420M
| $33.1M | 73.46% |
2,070,328
| – | – |
|
2
Salesforce
CRM
$245B
| $8.37M | 18.56% |
33,300
| – | – |
|
|
3
CRISPR Therapeutics
CRSP
$4.71B
| $1.85M | 4.11% |
+22,162
| New | +$1.85M |
|
|
ISEE
4
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
| $870K | 1.93% |
154,269
-153,870
| -50% | -$868K |
|
5
Textron
TXT
$14.3B
| $527K | 1.17% |
16,000
| – | – |
|
|
6
Apple
AAPL
$3.45T
| $348K | 0.77% |
+3,009
| New | +$348K |
|
|
FINV
7
FinVolution Group
FINV
$2.09B
| – | – |
-290,422
| Closed | -$526K |
|
|
8
iShares Core S&P 500 ETF
IVV
$662B
| – | – |
-42,945
| Closed | -$13.3M |
|
|
9
Shopify
SHOP
$184B
| – | – |
-7,399
| Closed | -$7.02M |
|
|
10
Upwork
UPWK
$2.04B
| – | – |
-390,902
| Closed | -$5.65M |
|