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
$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
CPNG icon
1
Coupang
CPNG
$57.9B
$629M 89.01%
28,703,675
BOC icon
2
Boston Omaha
BOC
$421M
$35.6M 5.04%
2,444,473
NU icon
3
Nu Holdings
NU
$77.3B
$21.7M 3.06%
+2,116,255
RBRK icon
4
Rubrik
RBRK
$15.4B
$11.1M 1.57%
+181,661
WRBY icon
5
Warby Parker
WRBY
$2.62B
$8.17M 1.15%
+447,958
TXT icon
6
Textron
TXT
$14.2B
$1.16M 0.16%
16,000
AAPL icon
7
Apple
AAPL
$3.99T
– –
-2,410
CAT icon
8
Caterpillar
CAT
$247B
– –
-16,714
HOOD icon
9
Robinhood
HOOD
$130B
– –
-18,317
IOT icon
10
Samsara
IOT
$22.9B
– –
-206,197
NVDA icon
11
NVIDIA
NVDA
$4.66T
– –
-1,600
SE icon
12
Sea Limited
SE
$94.8B
– –
-99,063
TOST icon
13
Toast
TOST
$22.7B
– –
-308,757