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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
-48.45%
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
(-55%)
Cap. Flow
+$123K
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
Black Stone Minerals
BSM
|
+$123K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 67.58% |
| 2 | Healthcare | 30.27% |
| 3 | Financials | 2.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Black Stone Minerals
BSM
$3.05B
| $26.7M | 67.58% |
5,711,137
+13,389
| +0.2% | +$123K |
|
|
UBX
2
DELISTED
Unity Biotechnology
UBX
| $9.12M | 23.05% |
157,198
| – | – |
|
|
EVLO
3
DELISTED
Evelo Biosciences, Inc. Common Stock
EVLO
| $1.82M | 4.61% |
24,248
| – | – |
|
|
STEX
4
Streamex Corp
STEX
$86.3M
| $849K | 2.15% |
20,258
| – | – |
|
5
Seres Therapeutics
MCRB
$51.6M
| $643K | 1.63% |
9,000
| – | – |
|
|
EXAS
6
DELISTED
Exact Sciences
EXAS
| $220K | 0.56% |
3,795
| – | – |
|
7
ClearPoint Neuro
CLPT
$479M
| $169K | 0.43% |
47,148
| – | – |
|
|
VYNT
8
DELISTED
Vyant Bio, Inc. Common Stock
VYNT
| $1K | ﹤0.01% |
89
| – | – |
|
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