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
$152M
AUM Growth
+$3.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$1.14M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 13.34%
2 Energy 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.26M 0.83%
27,435
27
$1.14M 0.75%
+16,750
28
$797K 0.53%
115,872