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
$16.2M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$7.04K

Top Sells

1
+$37.2M
2
+$2.86M
3
+$251K
4
CLPT icon
ClearPoint Neuro
CLPT
+$191K
5
EVLO
Evelo Biosciences, Inc. Common Stock
EVLO
+$88.5K

Sector Composition

1 Healthcare 28.51%
2 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 71.49%
113,737
-365,199
2
$2.84M 17.51%
187,143
3
$1.16M 7.17%
+108,480
4
$287K 1.77%
181,754
5
$239K 1.48%
124,081
6
$86.3K 0.53%
1,209
7
$7.04K 0.04%
+1,403
8
– –
-166,147
9
– –
-38,114
10
– –
-191,622
11
– –
-22,577