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
$639M
AUM Growth
+$80.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$1.78M

Top Sells

1 +$7.05M

Sector Composition

1 Consumer Discretionary 94.13%
2 Industrials 5.37%
3 Technology 0.28%
4 Healthcare 0.23%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$601M 94.13%
28,703,675
2
$32.9M 5.15%
2,444,473
3
$1.78M 0.28%
+3,200
4
$1.47M 0.23%
24,102
5
$1.37M 0.22%
16,000
6
-26,581