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
$3.03M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$862K

Sector Composition

1 Healthcare 35.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ACWI icon
1
iShares MSCI ACWI ETF
ACWI
$23.1B
$1.95M 64.41%
17,359
ZNTL icon
2
Zentalis Pharmaceuticals
ZNTL
$113M
$765K 25.27%
187,143
UBX
3
DELISTED
Unity Biotechnology
UBX
$168K 5.53%
124,081
NMTC icon
4
NeuroOne Medical Technologies
NMTC
$41.7M
$145K 4.8%
181,754
CATX icon
5
Perspective Therapeutics
CATX
$236M
-72,464