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Mass General Brigham, Inc
399 REVOLUTION DRIVE SUITE 612, SOMERVILLE, MA 02145 • 8572777268
Market Value
$44M
+112.4%
Holdings
5
New Purchases
1
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
20.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IOT | 49.50% | 0.00% | +49.50% | $22M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 62.4% |
| Industrials | 26.7% |
| Healthcare | 10.9% |
| Technology | 0.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 2 | $37M | 84.7% |
| Mid Cap | 1 | $3M | 6.3% |
| Small Cap | 1 | $733K | 1.7% |
| Micro Cap | 1 | $3M | 7.4% |
Portfolio Analytics
Avg Market Cap
$10.6B
Median Market Cap
$2.4B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.63
# Stocks
5
# ETFs / Funds
0
Top Holdings (5 total)
New Positions
| Symbol | Value | % Port |
|---|---|---|
| IOT | $22M | 49.50% |