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
$97.4M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$30M
2 +$3.1M
3 +$186K
4
UBX
Unity Biotechnology
UBX
+$84.4K
5
TDOC icon
Teladoc Health
TDOC
+$17.1K

Sector Composition

1 Energy 10.54%
2 Healthcare 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$80M 82.12%
833,872
-312,524
2
$10.3M 10.54%
643,617
3
$5.28M 5.42%
187,143
-110,000
4
$336K 0.34%
191,622
5
$316K 0.32%
124,081
-33,117
6
$297K 0.31%
3,167
-1,984
7
$276K 0.28%
38,114
8
$236K 0.24%
1,209
9
$218K 0.22%
181,754
10
$126K 0.13%
10,089
11
$73.4K 0.08%
22,577
-1,385
12
-659
13
-27,742