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
$78.5M
AUM Growth
+$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.28M
3
+$2.23M
4
AXP icon
American Express
AXP
+$1.92M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$1.87M

Top Sells

1
+$2.36M
2
+$1.72M
3
+$1.23M
4
FOSL icon
Fossil Group
FOSL
+$1.13M
5
FFBC icon
First Financial Bancorp
FFBC
+$933K

Sector Composition

1 Financials 55.54%
2 Industrials 15.01%
3 Communication Services 8.72%
4 Technology 6.49%
5 Consumer Discretionary 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-22,036
1 2
3