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
$705M
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.5M
3
+$9.01M
4
HOOD icon
Robinhood
HOOD
+$682K
5
AAPL icon
Apple
AAPL
+$608K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 90.96%
2 Industrials 5.95%
3 Technology 2.99%
4 Financials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$631M 89.47%
28,703,675
2
$34.7M 4.92%
2,444,473
3
$11.3M 1.6%
+308,757
4
$10.5M 1.49%
+99,063
5
$9.01M 1.28%
+206,197
6
$6.06M 0.86%
16,714
7
$1.22M 0.17%
16,000
8
$682K 0.1%
+18,317
9
$608K 0.09%
+2,410
10
$215K 0.03%
+1,600