MIOT

Massachusetts Institute of Technology Portfolio holdings

AUM $920M
1-Year Est. Return 43.61%
This Quarter Est. Return
1 Year Est. Return
+43.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$707M
AUM Growth
+$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$11.1M
3
+$8.17M

Top Sells

1
+$11.3M
2
+$10.5M
3
+$9.01M
4
CAT icon
Caterpillar
CAT
+$6.06M
5
HOOD icon
Robinhood
HOOD
+$682K

Sector Composition

1 Consumer Discretionary 89.01%
2 Industrials 5.2%
3 Financials 3.06%
4 Technology 1.57%
5 Healthcare 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$629M 89.01%
28,703,675
2
$35.6M 5.04%
2,444,473
3
$21.7M 3.06%
+2,116,255
4
$11.1M 1.57%
+181,661
5
$8.17M 1.15%
+447,958
6
$1.16M 0.16%
16,000
7
– –
-2,410
8
– –
-16,714
9
– –
-18,317
10
– –
-206,197
11
– –
-1,600
12
– –
-99,063
13
– –
-308,757