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MC
Mayo Clinic Portfolio holdings
AUM
$2.9M
1-Year Est. Return
14.49%
This Fund
S&P 500
This Quarter
Est. Return
-19.96%
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
(-51%)
Cap. Flow
-$862K
Cap. Flow
% of AUM
-28.46%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
–
Reduced
–
Closed
1
Top Buys
No buys this quarter
Top Sells
| 1 |
Perspective Therapeutics
CATX
|
+$862K |
Sector Composition
| 1 | Healthcare | 35.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
iShares MSCI ACWI ETF
ACWI
$33.3B
| $1.95M | 64.41% |
17,359
| – | – |
|
2
Zentalis Pharmaceuticals
ZNTL
$333M
| $765K | 25.27% |
187,143
| – | – |
|
|
UBX
3
DELISTED
Unity Biotechnology
UBX
| $168K | 5.53% |
124,081
| – | – |
|
4
NeuroOne Medical Technologies
NMTC
$21.9M
| $145K | 4.8% |
30,292
| – | – |
|
|
5
Perspective Therapeutics
CATX
$340M
| – | – |
-72,464
| Closed | -$862K |
|
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