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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 %
100.86%
Top 10 Hldgs %
100%
Holding
8
New
8
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BSM icon
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
MCRB icon
Seres Therapeutics
MCRB
+$667K

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
BSM icon
1
Black Stone Minerals
BSM
$3.15B
$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
$88.1M
$1.2M 1.36%
+20,258
New +$1.37M
MCRB icon
5
Seres Therapeutics
MCRB
$50.8M
$621K 0.7%
+9,000
New +$667K
EXAS
6
DELISTED
Exact Sciences
EXAS
$351K 0.4%
+3,795
New +$334K
CLPT icon
7
ClearPoint Neuro
CLPT
$475M
$226K 0.26%
+47,148
New +$195K
VYNT
8
DELISTED
Vyant Bio, Inc. Common Stock
VYNT
$3K ﹤0.01%
+89
New +$2.13K

Similar funds

SWS
SYSTM Wealth Solutions Chicago, Illinois $3.29M AUM 31.67% 1-Year Est. Return
PWA
Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return
CU
Cornell University New York $3.44M AUM 9.69% 1-Year Est. Return
QC
QCM Cayman Houston, Texas $3.63M AUM 61.13% 1-Year Est. Return
SOA
Sea Otter Advisors Miami, Florida $1.78M AUM 2.28% 1-Year Est. Return
HVM
Harvest Volatility Management Norwalk, Connecticut $4.39M AUM 13.08% 1-Year Est. Return
JC
Jetstream Capital Brentwood, Tennessee $1.37M AUM
MIG
MGG Investment Group New York $1.36M AUM 20.76% 1-Year Est. Return

Mayo Clinic's Q4 2019 Portfolio in Review

Q4 2019 is the first quarter with a 13F filing on record for Mayo Clinic, which disclosed 8 positions worth $88.2M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Black Stone Minerals: 5,697,748 shares worth $72.5M.

By sector, the portfolio is most concentrated in Energy at 82% of assets, followed by Healthcare and Financials.

  • Mayo Clinic's largest Q4 2019 buy was Black Stone Minerals: 5,697,748 shares worth $72.5M.
  • Mayo Clinic's ten largest holdings make up 100% of its $88.2M portfolio in Q4 2019.
  • Mayo Clinic disclosed 8 positions in Q4 2019, its first 13F filing on record.

Based on Mayo Clinic's 13F filing for Q4 2019, filed 12 Feb 2020.