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
$90.4M
AUM Growth
+$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M

Top Sells

1 +$9.03M
2 +$3.29M
3 +$532K
4
CLPT icon
ClearPoint Neuro
CLPT
+$36.8K

Sector Composition

1 Energy 58.01%
2 Healthcare 38.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$52.5M 58.01%
4,879,824
-840,100
2
$18.8M 20.74%
352,459
-10,000
3
$7.29M 8.07%
157,198
4
$6.58M 7.28%
23,962
5
$2.91M 3.21%
300,000
-339,842
6
$1.21M 1.33%
+181,754
7
$728K 0.81%
38,114
-1,926
8
$389K 0.43%
10,089
9
$110K 0.12%
659