MMRF

Michelson Medical Research Foundation Portfolio holdings

AUM $104M
1-Year Est. Return 8.76%
This Quarter Est. Return
1 Year Est. Return
+8.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$6.31M
2 +$4.63M

Top Sells

1 +$12.7M
2 +$8.42M
3 +$3.14M
4
BUR icon
Burford Capital
BUR
+$2.38M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.57M

Sector Composition

1 Consumer Discretionary 12.97%
2 Industrials 10.54%
3 Financials 6.05%
4 Real Estate 4.44%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PLD icon
26
Prologis
PLD
$115B
-28,077
XBI icon
27
State Street SPDR S&P Biotech ETF
XBI
$6.53B
-19,300