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
$74.2M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$54K
3
+$33

Top Sells

1
+$24.8M
2
+$2.74M
3
+$857K

Sector Composition

1 Energy 47.33%
2 Healthcare 45.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.1M 47.33%
5,719,924
+8,787
2
$14.5M 19.5%
442,714
+1
3
$5.53M 7.45%
16,511
-74,175
4
$5.44M 7.33%
157,198
5
$4.97M 6.7%
10,089
-5,549
6
$3.35M 4.52%
+3,289
7
$2.57M 3.47%
47,148
8
$2.56M 3.44%
24,248
9
$184K 0.25%
89
10
– –
-9,000