MIOT
Massachusetts Institute of Technology Portfolio holdings
AUM
$996M
This Quarter Return
+26.56%
1 Year Return
+46.75%
3 Year Return
+139.15%
5 Year Return
–
10 Year Return
–
AUM
$588M
AUM Growth
+$588M
(+26%)
Cap. Flow
-$122K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
7
New
1
Increased
–
Reduced
1
Closed
–
Top Buys
| 1 |
Procept Biorobotics
PRCT
|
$333K |
Top Sells
| 1 |
Boston Omaha
BOC
|
$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Coupang
CPNG
$52.1B
| $400M | 68.08% |
24,014,645
| – | – |
|
2
Snowflake
SNOW
$79.6B
| $86.7M | 14.75% |
510,261
| – | – |
|
|
3
Boston Omaha
BOC
$420M
| $61.9M | 10.53% |
2,688,031
-19,755
| -0.7% | -$455K |
|
4
Robinhood
HOOD
$92.4B
| $27.2M | 4.63% |
2,695,861
| – | – |
|
5
Grab
GRAB
$20.3B
| $10.5M | 1.79% |
4,000,000
| – | – |
|
6
Textron
TXT
$14.3B
| $977K | 0.17% |
16,000
| – | – |
|
|
7
Procept Biorobotics
PRCT
$2.23B
| $333K | 0.06% |
+8,034
| New | +$333K |
|