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
$142M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$8.71M
2 +$6.07M
3 +$4.49M
4
SUI icon
Sun Communities
SUI
+$3.92M
5
EPAM icon
EPAM Systems
EPAM
+$1.99M

Top Sells

1 +$5.67M
2 +$3.37M

Sector Composition

1 Real Estate 15.48%
2 Consumer Discretionary 6.14%
3 Materials 4.28%
4 Industrials 3.16%
5 Financials 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.38M 0.97%
16,750
27
$1.29M 0.91%
20,155
28
$950K 0.67%
115,872
29
-80,000