MCM

Moon Capital Management Portfolio holdings

AUM $136M
1-Year Est. Return 43.03%
This Quarter Est. Return
1 Year Est. Return
+43.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$27.1M
3
+$20.1M
4
AN icon
AutoNation
AN
+$9.38M
5
LAD icon
Lithia Motors
LAD
+$8.02M

Top Sells

1
+$28.6M
2
+$16.4M
3
+$14.6M
4
AMX icon
America Movil
AMX
+$7.55M
5
F icon
Ford
F
+$7.26M

Sector Composition

1 Consumer Discretionary 51.24%
2 Consumer Staples 14.73%
3 Communication Services 9.38%
4 Financials 8.4%
5 Technology 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-660,000
27
– –
0
28
– –
-82,998
29
– –
-57,906
30
– –
-235,294
31
– –
-6,100
32
– –
-195,343
33
– –
-41,603
34
– –
0
35
– –
-226,639
36
– –
-355,936
37
– –
-49,448
38
– –
-124,980
1
2