MCMT
Moon Capital Management (Tennessee) Portfolio holdings
AUM
$82.4M
This Quarter Return
+4.89%
1 Year Return
-3.53%
3 Year Return
+15.76%
5 Year Return
+29.09%
10 Year Return
–
AUM
$97.6M
AUM Growth
+$97.6M
(+13%)
Cap. Flow
+$8.48M
Cap. Flow
% of AUM
8.69%
Top 10 Holdings %
Top 10 Hldgs %
56.4%
Holding
51
New
9
Increased
14
Reduced
15
Closed
–
Top Buys
| 1 |
Synchrony
SYF
|
$4.37M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$1.72M |
| 3 |
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
|
$886K |
| 4 |
Meta Platforms (Facebook)
META
|
$332K |
| 5 |
American Express
AXP
|
$275K |
Top Sells
| 1 |
Liberty Global Class C
LBTYK
|
$82.1K |
| 2 |
Perrigo
PRGO
|
$80.6K |
| 3 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$78.8K |
| 4 |
American International
AIG
|
$50.5K |
| 5 |
Cognizant
CTSH
|
$44.2K |
Sector Composition
| 1 | Financials | 46.46% |
| 2 | Healthcare | 14.07% |
| 3 | Communication Services | 13.38% |
| 4 | Industrials | 8.43% |
| 5 | Technology | 7.91% |