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
$6.15M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$862K

Top Sells

1 +$10.6M
2 +$1.16M
3 +$86.3K
4
IBRX icon
ImmunityBio
IBRX
+$7.04K

Sector Composition

1 Healthcare 68.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$2.95M 48%
187,143
2
$1.91M 31.11%
17,359
-96,378
3
$862K 14.03%
+72,464
4
$218K 3.55%
181,754
5
$203K 3.31%
124,081
6
-1,403
7
-108,480
8
-1,209