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
$72.7M
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.99M
2 +$1.98M
3 +$1.72M
4
CVS icon
CVS Health
CVS
+$1.23M
5
SKM icon
SK Telecom
SKM
+$1.04M

Top Sells

1 +$4.2M
2 +$1.54M
3 +$1.37M
4
C icon
Citigroup
C
+$1.06M
5
BN icon
Brookfield
BN
+$734K

Sector Composition

1 Financials 41.17%
2 Healthcare 31.37%
3 Communication Services 15.38%
4 Consumer Discretionary 8.48%
5 Industrials 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DISCK
51
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
-10,188