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
$148M
AUM Growth
+$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$4.79M
2 +$3.58M
3 +$3.54M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$2.49M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$2.44M

Top Sells

1 +$12M

Sector Composition

1 Real Estate 11.76%
2 Energy 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.19M 0.8%
+20,155
27
$797K 0.54%
115,872
28
-119,600