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
$669M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$2.77M

Top Sells

1
+$10.7M
2
+$4.69M
3
+$2.97M
4
JPM icon
JPMorgan Chase
JPM
+$516K
5
CSCO icon
Cisco
CSCO
+$205K

Sector Composition

1 Consumer Discretionary 74.64%
2 Technology 15.47%
3 Industrials 7.04%
4 Financials 1.61%
5 Energy 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$499M 74.64%
28,703,675
2
$89.8M 13.42%
510,261
3
$46M 6.87%
2,444,473
-158,013
4
$13.7M 2.05%
4,000,000
5
$10.8M 1.61%
1,082,815
-1,073,874
6
$4.69M 0.7%
+879,098
7
$2.77M 0.41%
+19,600
8
$1.08M 0.16%
16,000
9
$852K 0.13%
24,102
10
– –
-3,930
11
– –
-237,915
12
– –
-3,960