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
$189M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 5.75%
2 Healthcare 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$169M 89.58%
+1,992,725
2
$10.9M 5.75%
+643,617
3
$5.98M 3.17%
+297,143
4
$772K 0.41%
+23,962
5
$573K 0.3%
+191,622
6
$431K 0.23%
+157,198
7
$323K 0.17%
+38,114
8
$267K 0.14%
+300,000
9
$218K 0.12%
+181,754
10
$181K 0.1%
+3,655
11
$42.4K 0.02%
+10,089
12
$19.4K 0.01%
+27,742
13
$15.6K 0.01%
+659