MCM

Masters Capital Management Portfolio holdings

AUM $723M
1-Year Est. Return 34.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$560M
AUM Growth
-$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$18.4M
3
+$13.9M
4
VTRS icon
Viatris
VTRS
+$13.4M
5
PRTY
Party City Holdco Inc.
PRTY
+$11.9M

Top Sells

1
+$41.3M
2
+$29.6M
3
+$25.1M
4
VYX icon
NCR Voyix
VYX
+$14.5M
5
DBI icon
Designer Brands
DBI
+$14.4M

Sector Composition

1 Materials 21.02%
2 Financials 16.16%
3 Energy 13.17%
4 Healthcare 12%
5 Industrials 11.68%
Name Market Value Portfolio Weight Shares or Principal Change
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