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
$51.9M
AUM Growth
-$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$32.8M
2
+$8.23M
3
+$297K
4
STEX
Streamex Corp
STEX
+$126K

Sector Composition

1 Healthcare 9.25%
2 Energy 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.2M 85.23%
478,936
-354,936
2
$3.75M 7.23%
187,143
3
$2.86M 5.52%
166,147
-477,470
4
$298K 0.57%
124,081
5
$251K 0.48%
191,622
6
$191K 0.37%
38,114
7
$162K 0.31%
181,754
8
$88.5K 0.17%
22,577
9
$59.2K 0.11%
1,209
10
– –
-10,089
11
– –
-3,167