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
$738M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$476M
2 +$173M
3 +$47.9M
4
BOC icon
Boston Omaha
BOC
+$37.6M
5
TXT icon
Textron
TXT
+$1.24M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 64.55%
2 Technology 23.68%
3 Financials 6.52%
4 Industrials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$476M 64.47%
+16,198,116
2
$173M 23.42%
+510,261
3
$47.9M 6.49%
+2,695,861
4
$37.6M 5.09%
+1,307,786
5
$1.24M 0.17%
+16,000
6
$748K 0.1%
+55,193
7
$605K 0.08%
+3,407
8
$549K 0.07%
+31,985
9
$548K 0.07%
+41,671
10
$241K 0.03%
+805