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MFM

Mohican Financial Management Portfolio holdings

AUM $256M
1-Year Est. Return 0%
This Fund
S&P 500
This Quarter Est. Return
0%
1 Year Est. Return
0%
3 Year Est. Return
+0%
5 Year Est. Return
-0.01%
10 Year Est. Return
–
AUM
$256M
AUM Growth
+$102M
Cap. Flow
+$100M
Cap. Flow %
39.02%
Top 10 Hldgs %
26.65%
Holding
73
New
22
Increased
21
Reduced
4
Closed
3

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

No holdings matched the selected filter criteria.

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Mohican Financial Management's Q2 2021 Portfolio in Review

As of Q2 2021, Mohican Financial Management held 73 positions worth $256M, up 66% from $154M the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Mohican Financial Management deployed $100M of net new capital in Q2 2021, opening 22 new positions and adding to 21 existing holdings.

  • Mohican Financial Management's ten largest holdings make up 27% of its $256M portfolio in Q2 2021.
  • Mohican Financial Management opened 22 new positions and closed 3 in Q2 2021.
  • Mohican Financial Management's portfolio value rose 66% quarter-over-quarter to $256M.

Based on Mohican Financial Management's 13F filing for Q2 2021, filed 28 Jul 2021.