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
$79.5M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$3.03M
2 +$1.99M
3 +$1.03M
4
LGIH icon
LGI Homes
LGIH
+$127K
5
ADNT icon
Adient
ADNT
+$91.6K

Top Sells

1 +$4.2M
2 +$1.19M
3 +$1.03M
4
SYF icon
Synchrony
SYF
+$720K
5
PRGO icon
Perrigo
PRGO
+$673K

Sector Composition

1 Financials 37.94%
2 Healthcare 20.93%
3 Communication Services 15.41%
4 Industrials 7.46%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-44,154