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
$39.5M
AUM Growth
-$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$62.7K

Top Sells

No sells this quarter

Sector Composition

1 Energy 67.58%
2 Healthcare 32.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$26.7M 67.58%
5,711,137
+13,389
2
$9.12M 23.05%
157,198
3
$1.82M 4.61%
24,248
4
$849K 2.15%
20,258
5
$643K 1.63%
9,000
6
$220K 0.56%
3,795
7
$169K 0.43%
47,148
8
$1K ﹤0.01%
89