MIOT

Massachusetts Institute of Technology Portfolio holdings

AUM $753M
1-Year Est. Return 36.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$996M
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$174M
2
+$30.3M
3
+$22M
4
NVDA icon
NVIDIA
NVDA
+$1.68M

Top Sells

1
+$144M
2
+$21.7M
3
+$11.1M
4
WRBY icon
Warby Parker
WRBY
+$8.17M

Sector Composition

1 Consumer Discretionary 90.88%
2 Industrials 3.58%
3 Technology 3.15%
4 Financials 2.4%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$691M 69.46%
23,078,672
-5,625,003
2
$213M 21.42%
+632,924
3
$34.3M 3.45%
2,444,473
4
$29.2M 2.93%
+734,181
5
$23.9M 2.4%
+197,211
6
$2.11M 0.21%
+13,372
7
$1.28M 0.13%
16,000
8
– –
-2,116,255
9
– –
-447,958
10
– –
-181,661