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
$466M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$28.9M

Top Sells

1 +$622K

Sector Composition

1 Consumer Discretionary 65.66%
2 Technology 17.39%
3 Industrials 12.2%
4 Financials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$306M 65.66%
24,014,645
2
$71M 15.22%
510,261
3
$55.9M 11.99%
2,707,786
+1,400,000
4
$22.2M 4.75%
2,695,861
5
$10.1M 2.17%
4,000,000
6
$977K 0.21%
16,000
7
-3,622