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
$45.1M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$348K

Top Sells

1
+$13.3M
2
+$7.02M
3
+$5.64M
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 Change
in Stake 		Capital Flow
1
$33.1M 73.46%
2,070,328
2
$8.37M 18.56%
33,300
3
$1.85M 4.11%
+22,162
4
$870K 1.93%
154,269
-153,870
5
$527K 1.17%
16,000
6
$348K 0.77%
+3,009
7
– –
-290,422
8
– –
-42,945
9
– –
-73,990
10
– –
-390,902