Top 3 Mayo Clinic Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACWI | ISHARES TR | 71.52% | 17.4K | $2.1M | +0.00%(+0) | — | 2024-09-30 | |
| ZNTL | Zentalis Pharmaceuticals Inc | 22.19% | 175.0K | $644K | -6.49%(-12.14K) | — | 2024-09-30 | |
| UNBX | UNITY BIOTECHNOLOGY INC | 6.29% | 124.1K | $182K | +0.00%(+0) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Mayo Clinic reports $2.90M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are ACWI (71.5%), ZNTL (22.2%) and UNBX (6.3%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mayo Clinic’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1318153). View Mayo Clinic’s 13F filings on SEC