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
$70.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.22M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$3.6M
5
JPM icon
JPMorgan Chase
JPM
+$3.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 46.99%
2 Technology 16.61%
3 Communication Services 6.12%
4 Consumer Staples 5.96%
5 Healthcare 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.06M 7.21%
+44,584
2
$4.22M 6.01%
+86,766
3
$4.09M 5.82%
+113,977
4
$3.6M 5.13%
+211,316
5
$3.49M 4.97%
+67,520
6
$3.45M 4.91%
+57,695
7
$3.41M 4.86%
+139,954
8
$3.37M 4.8%
+21,287
9
$3.14M 4.47%
+34,685
10
$2.93M 4.17%
+212,133
11
$2.84M 4.05%
+39,701
12
$2.51M 3.57%
+53,606
13
$2.25M 3.2%
+98,101
14
$2.03M 2.89%
+414
15
$1.78M 2.54%
+21,830
16
$1.72M 2.45%
+73,233
17
$1.69M 2.41%
+49,019
18
$1.67M 2.38%
+19,307
19
$1.66M 2.36%
+52,940
20
$1.59M 2.27%
+43,925
21
$1.57M 2.23%
+40,641
22
$1.24M 1.77%
+23,691
23
$1.16M 1.66%
+2,245
24
$1.07M 1.53%
+72,684
25
$930K 1.33%
+10,815
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