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
$588M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$333K

Top Sells

1 +$455K

Sector Composition

1 Consumer Discretionary 68.08%
2 Technology 16.54%
3 Industrials 10.7%
4 Financials 4.63%
5 Healthcare 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$400M 68.08%
24,014,645
2
$86.7M 14.75%
510,261
3
$61.9M 10.53%
2,688,031
-19,755
4
$27.2M 4.63%
2,695,861
5
$10.5M 1.79%
4,000,000
6
$977K 0.17%
16,000
7
$333K 0.06%
+8,034