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
$83.1M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M

Top Sells

1
+$4.17M
2
+$263K
3
+$184K

Sector Composition

1 Energy 45.97%
2 Healthcare 41.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.2M 45.97%
5,719,924
2
$18.8M 22.65%
362,459
-80,255
3
$8.24M 9.91%
157,198
4
$6.17M 7.43%
16,511
5
$5.86M 7.05%
24,248
6
$4.49M 5.41%
+657,877
7
$749K 0.9%
47,148
8
$393K 0.47%
10,089
9
$173K 0.21%
1,304
-1,985
10
– –
-89