MIOT
Massachusetts Institute of Technology Portfolio holdings
AUM
$996M
This Quarter Return
-9.09%
1 Year Return
+46.75%
3 Year Return
+139.15%
5 Year Return
–
10 Year Return
–
AUM
$705M
AUM Growth
+$705M
(-5.9%)
Cap. Flow
+$32.3M
Cap. Flow
% of AUM
4.58%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
10
New
6
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Toast
TOST
|
$11.3M |
| 2 |
Sea Limited
SE
|
$10.5M |
| 3 |
Samsara
IOT
|
$9.01M |
| 4 |
Robinhood
HOOD
|
$682K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Coupang
CPNG
$52.1B
| $631M | 89.47% |
28,703,675
| – | – |
|
2
Boston Omaha
BOC
$420M
| $34.7M | 4.92% |
2,444,473
| – | – |
|
|
3
Toast
TOST
$26.3B
| $11.3M | 1.6% |
+308,757
| New | +$11.3M |
|
|
4
Sea Limited
SE
$110B
| $10.5M | 1.49% |
+99,063
| New | +$10.5M |
|
|
5
Samsara
IOT
$20.6B
| $9.01M | 1.28% |
+206,197
| New | +$9.01M |
|
6
Caterpillar
CAT
$196B
| $6.06M | 0.86% |
16,714
| – | – |
|
7
Textron
TXT
$14.3B
| $1.22M | 0.17% |
16,000
| – | – |
|
|
8
Robinhood
HOOD
$92.4B
| $682K | 0.1% |
+18,317
| New | +$682K |
|
|
9
Apple
AAPL
$3.45T
| $608K | 0.09% |
+2,410
| New | +$608K |
|
10
NVIDIA
NVDA
$4.24T
| $215K | 0.03% |
+1,600
| New | +$215K |
|