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
$540M
AUM Growth
-$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$9.73M
3
+$3.62M
4
NVDA icon
NVIDIA
NVDA
+$669K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$582K

Top Sells

1
+$47.4M
2
+$3.18M
3
+$580K

Sector Composition

1 Consumer Discretionary 86.12%
2 Industrials 7.36%
3 Financials 3.59%
4 Technology 2.6%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$465M 86.12%
28,703,675
2
$38.5M 7.13%
2,444,473
3
$19.4M 3.59%
+111,322
4
$9.73M 1.8%
+415,695
5
$3.62M 0.67%
+18,780
6
$1.29M 0.24%
16,000
7
$1.01M 0.19%
24,102
8
$669K 0.12%
+13,500
9
$582K 0.11%
+2,454
10
$202K 0.04%
+700
11
– –
-126,330
12
– –
-310,261
13
– –
-38,894