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
$97.6M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$4.37M
2 +$1.72M
3 +$886K
4
META icon
Meta Platforms (Facebook)
META
+$332K
5
AXP icon
American Express
AXP
+$275K

Top Sells

1 +$82.1K
2 +$80.6K
3 +$78.8K
4
AIG icon
American International
AIG
+$50.5K
5
CTSH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$193K 0.2%
+3,000