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
$122M
AUM Growth
-$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1 +$347K
2 +$101K

Top Sells

1 +$77.2M
2 +$267K

Sector Composition

1 Energy 8.29%
2 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$105M 85.77%
1,146,396
-846,329
2
$10.1M 8.29%
643,617
3
$5.11M 4.19%
297,143
4
$349K 0.29%
5,151
+1,496
5
$347K 0.28%
+1,209
6
$322K 0.26%
191,622
7
$322K 0.26%
38,114
8
$293K 0.24%
181,754
9
$256K 0.21%
157,198
10
$115K 0.09%
10,089
11
$86.6K 0.07%
23,962
12
$17.1K 0.01%
659
13
$16.1K 0.01%
27,742
14
-300,000