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
$558M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$22.5M
2
+$9.73M
3
+$3.62M
4
NVDA icon
NVIDIA
NVDA
+$669K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$582K

Sector Composition

1 Consumer Discretionary 91.48%
2 Industrials 7.05%
3 Financials 1.26%
4 Healthcare 0.21%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$511M 91.48%
28,703,675
2
$37.8M 6.77%
2,444,473
3
$7.05M 1.26%
26,581
-84,741
4
$1.53M 0.28%
16,000
5
$1.19M 0.21%
24,102
6
– –
-18,780
7
– –
-700
8
– –
-415,695
9
– –
-13,500
10
– –
-2,454