Michelson Medical Research Foundation, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MM Michelson Medical Research Foundation, Inc. | Institutional Filer | ▼ 1.26% | $98.5M | 21 |
Current Portfolio Holdings
Showing all 21 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MTN | Vail Resorts, Inc. | Consumer Cyclical | 86K | $11.0M | 11.20% |
| 2 | IVE | ISHARES TR | — | 52K | $11.0M | 11.13% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | — | 158K | $10.1M | 10.29% |
| 4 | UNH | UnitedHealth Group Incorporated | Healthcare | 30K | $8.1M | 8.24% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | — | 128K | $6.9M | 7.00% |
| 6 | IBB | ISHARES TR | — | 35K | $5.9M | 6.02% |
| 7 | IWC | ISHARES TR | — | 35K | $5.6M | 5.73% |
| 8 | CNNE | Cannae Holdings, Inc. | Consumer Cyclical | 481K | $5.5M | 5.55% |
| 9 | KRE | SPDR SERIES TRUST | — | 64K | $4.1M | 4.20% |
| 10 | SAFE | Safehold Inc. | Real Estate | 297K | $4.0M | 4.09% |
| 11 | MANU | Manchester United plc | Communication Services | 200K | $3.4M | 3.42% |
| 12 | EWW | ISHARES INC | — | 42K | $3.1M | 3.20% |
| 13 | EWZ | ISHARES INC | — | 81K | $3.1M | 3.17% |
| 14 | VB | VANGUARD INDEX FDS | — | 11K | $2.9M | 2.93% |
| 15 | EWY | ISHARES INC | — | 20K | $2.5M | 2.52% |
Showing 1 to 15 of 21 holdings