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
$73.1M
AUM Growth
+$8.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.17M
3
+$89.8K
4
DE icon
Deere & Co
DE
+$88.8K
5
JEF icon
Jefferies Financial Group
JEF
+$82.5K

Top Sells

1
+$2.36M
2
+$213K
3
+$208K
4
SO icon
Southern Company
SO
+$52.4K
5
DTV
DIRECTV COM STK (DE)
DTV
+$27.4K

Sector Composition

1 Financials 53.34%
2 Industrials 18.7%
3 Technology 10.81%
4 Consumer Discretionary 7.23%
5 Materials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$527K 0.72%
9,692
-19
27
$473K 0.65%
11,284
-1,250
28
$416K 0.57%
4,270
29
$403K 0.55%
7,163
30
$352K 0.48%
3,164
31
$293K 0.4%
5,845
+50
32
$290K 0.4%
3,320
33
$230K 0.31%
5,854
34
$222K 0.3%
4,800
35
$203K 0.28%
6,380
+246
36
– –
-1,981
37
– –
-1,543
1
2