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
$96.1M
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$1.54M
3
+$1.37M
4
C icon
Citigroup
C
+$1.06M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$634K

Top Sells

1
+$1.51M
2
+$1.16M
3
+$840K
4
FOX icon
Fox Class B
FOX
+$478K
5
JEF icon
Jefferies Financial Group
JEF
+$476K

Sector Composition

1 Financials 46.63%
2 Healthcare 27.87%
3 Consumer Discretionary 7.68%
4 Communication Services 7.65%
5 Industrials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,983
52
– –
-1,800
53
– –
-16,700
1 2
3