MIOT
Massachusetts Institute of Technology Portfolio holdings
AUM
$996M
This Quarter Return
+16.83%
1 Year Return
+46.75%
3 Year Return
+139.15%
5 Year Return
–
10 Year Return
–
AUM
$749M
AUM Growth
+$749M
(+17%)
Cap. Flow
+$3.29M
Cap. Flow
% of AUM
0.44%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
6
New
1
Increased
–
Reduced
–
Closed
2
Top Buys
| 1 |
Caterpillar
CAT
|
$6.54M |
Top Sells
| 1 |
Adobe
ADBE
|
$1.78M |
| 2 |
Procept Biorobotics
PRCT
|
$1.47M |
Sector Composition
| 1 | Consumer Discretionary | 94.08% |
| 2 | Industrials | 5.92% |
| 3 | Healthcare | 0% |
| 4 | Technology | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Coupang
CPNG
$52.1B
| $705M | 94.08% |
28,703,675
| – | – |
|
2
Boston Omaha
BOC
$420M
| $36.3M | 4.85% |
2,444,473
| – | – |
|
|
3
Caterpillar
CAT
$196B
| $6.54M | 0.87% |
+16,714
| New | +$6.54M |
|
4
Textron
TXT
$14.3B
| $1.42M | 0.19% |
16,000
| – | – |
|
|
5
Adobe
ADBE
$151B
| – | – |
-3,200
| Closed | -$1.78M |
|
|
6
Procept Biorobotics
PRCT
$2.23B
| – | – |
-24,102
| Closed | -$1.47M |
|