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MC
Mayo Clinic Portfolio holdings
AUM
$2.9M
1-Year Est. Return
14.49%
This Fund
S&P 500
This Quarter
Est. Return
-7.66%
1 Year Est. Return
+14.49%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$88.2M
AUM Growth
–
Cap. Flow
+$88.9M
Cap. Flow
% of AUM
100.86%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
8
New
8
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Black Stone Minerals
BSM
|
+$72.6M |
| 2 |
UBX
Unity Biotechnology
UBX
|
+$11.1M |
| 3 |
EVLO
Evelo Biosciences, Inc. Common Stock
EVLO
|
+$2.71M |
| 4 |
STEX
Streamex Corp
STEX
|
+$1.37M |
| 5 |
Seres Therapeutics
MCRB
|
+$667K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 82.19% |
| 2 | Healthcare | 16.45% |
| 3 | Financials | 1.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Black Stone Minerals
BSM
$3.01B
| $72.5M | 82.19% |
+5,697,748
| New | +$72.6M |
|
|
UBX
2
DELISTED
Unity Biotechnology
UBX
| $11.3M | 12.85% |
+157,198
| New | +$11.1M |
|
|
EVLO
3
DELISTED
Evelo Biosciences, Inc. Common Stock
EVLO
| $1.97M | 2.23% |
+24,248
| New | +$2.71M |
|
|
STEX
4
Streamex Corp
STEX
$86.8M
| $1.2M | 1.36% |
+20,258
| New | +$1.37M |
|
|
5
Seres Therapeutics
MCRB
$49.3M
| $621K | 0.7% |
+9,000
| New | +$667K |
|
|
EXAS
6
DELISTED
Exact Sciences
EXAS
| $351K | 0.4% |
+3,795
| New | +$334K |
|
7
ClearPoint Neuro
CLPT
$480M
| $226K | 0.26% |
+47,148
| New | +$195K |
|
|
VYNT
8
DELISTED
Vyant Bio, Inc. Common Stock
VYNT
| $3K | ﹤0.01% |
+89
| New | +$2.13K |
|
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