MC

Mayo Clinic Portfolio holdings

AUM $2.9M
1-Year Est. Return 14.49%
This Quarter Est. Return
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
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$72.5M
2 +$11.3M
3 +$1.97M
4
STEX
Streamex Corp
STEX
+$1.2M
5
MCRB icon
Seres Therapeutics
MCRB
+$621K

Top Sells

No sells this quarter

Sector Composition

1 Energy 82.19%
2 Healthcare 17.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$72.5M 82.19%
+5,697,748
2
$11.3M 12.85%
+157,198
3
$1.97M 2.23%
+24,248
4
$1.2M 1.36%
+20,258
5
$621K 0.7%
+9,000
6
$351K 0.4%
+3,795
7
$226K 0.26%
+47,148
8
$3K ﹤0.01%
+89