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
$89.2M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$3.16M
3
+$1.45M
4
OCUL icon
Ocular Therapeutix
OCUL
+$1.04M
5
RBBN icon
Ribbon Communications
RBBN
+$916K

Top Sells

1
+$8.37M
2
+$1.85M
3
+$870K

Sector Composition

1 Industrials 64.73%
2 Technology 28.54%
3 Consumer Discretionary 3.54%
4 Healthcare 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.2M 64.14%
2,070,328
2
$24.1M 26.96%
+71,339
3
$3.16M 3.54%
+86,579
4
$1.45M 1.63%
+13,415
5
$1.04M 1.17%
+50,396
6
$916K 1.03%
+139,568
7
$527K 0.59%
16,000
8
$491K 0.55%
3,701
+692
9
$349K 0.39%
+1,510
10
– –
-33,300
11
– –
-22,162
12
– –
-154,269