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
$105M
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$21.3M

Top Sells

1
+$333K
2
+$220K

Sector Composition

1 Healthcare 37.73%
2 Energy 35.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.1M 35.52%
5,711,137
2
$28M 26.76%
+90,686
3
$21.3M 20.34%
+442,713
4
$13.6M 13.06%
157,198
5
$2.38M 2.27%
24,248
6
$1.13M 1.08%
15,638
-4,620
7
$857K 0.82%
9,000
8
$168K 0.16%
47,148
9
$1K ﹤0.01%
89
10
– –
-3,795