MCMT

Moon Capital Management (Tennessee) Portfolio holdings

AUM $82.4M
1-Year Est. Return 3.53%
This Quarter Est. Return
1 Year Est. Return
-3.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$70.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.22M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$3.6M
5
JPM icon
JPMorgan Chase
JPM
+$3.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 46.99%
2 Technology 16.61%
3 Communication Services 6.12%
4 Consumer Staples 5.96%
5 Healthcare 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$841K 1.2%
+32,376
27
$805K 1.15%
+53,049
28
$731K 1.04%
+6,388
29
$648K 0.92%
+3,658
30
$511K 0.73%
+3
31
$508K 0.72%
+15,053
32
$502K 0.72%
+12,184
33
$397K 0.57%
+4,998
34
$372K 0.53%
+4,288
35
$363K 0.52%
+19,135
36
$280K 0.4%
+3,690
37
$274K 0.39%
+6,628
38
$273K 0.39%
+7,194
39
$270K 0.38%
+9,828
40
$257K 0.37%
+3,320
41
$244K 0.35%
+2,006
42
$234K 0.33%
+2,345
43
$209K 0.3%
+4,478
1
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