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
$165M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 12.12%
2 Energy 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.34M 0.81%
27,435
27
$1.1M 0.67%
16,750
28
$854K 0.52%
115,872