MIOT

Massachusetts Institute of Technology Portfolio holdings

AUM $753M
1-Year Est. Return 36.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$602M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$690K
3
+$137K

Top Sells

1
+$1.26M

Sector Composition

1 Consumer Discretionary 70.09%
2 Technology 14.32%
3 Industrials 11.78%
4 Financials 3.64%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$422M 70.09%
28,703,675
+4,689,030
2
$73.2M 12.16%
510,261
3
$70M 11.61%
2,640,037
-47,994
4
$21.9M 3.64%
2,695,861
5
$12.9M 2.14%
4,000,000
6
$1M 0.17%
24,102
+16,068
7
$977K 0.16%
16,000
8
$146K 0.02%
+17,979