MCM

Moon Capital Management Portfolio holdings

AUM $132M
1-Year Est. Return 31.65%
This Quarter Est. Return
1 Year Est. Return
+31.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$328M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$27.4M
3
+$14.8M
4
DLTR icon
Dollar Tree
DLTR
+$12M
5
F icon
Ford
F
+$7.64M

Top Sells

1
+$53.1M
2
+$15.9M
3
+$15.2M
4
GT icon
Goodyear
GT
+$10.9M
5
LAD icon
Lithia Motors
LAD
+$8.02M

Sector Composition

1 Consumer Staples 29.68%
2 Consumer Discretionary 22.02%
3 Financials 11.8%
4 Communication Services 10.48%
5 Technology 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.4M 15.24%
2,099,328
+1,335,438
2
$43.8M 13.24%
1,824,385
-1,580
3
$38.7M 11.69%
2,920,805
+1,118,732
4
$32.4M 9.78%
412,790
+152,672
5
$27.4M 8.28%
+1,930,929
6
$27M 8.15%
264,534
+49,593
7
$17.4M 5.26%
216,109
-188,731
8
$14.7M 4.45%
438,945
-475,010
9
$11.8M 3.57%
328,073
-301,873
10
$10.2M 3.07%
92,470
+39,305
11
$7.97M 2.41%
684,397
+656,096
12
$7.4M 2.23%
498,068
-14,432
13
$7.35M 2.22%
173,695
-19,050
14
$4.97M 1.5%
79,600
+68,347
15
$3.83M 1.16%
288,519
+17,218
16
$3.57M 1.08%
+51,147
17
$2.96M 0.89%
+324,499
18
$2.8M 0.84%
+53,900
19
$2.05M 0.62%
+48,500
20
$2.03M 0.61%
+41,784
21
$2M 0.6%
+31,290
22
$1.5M 0.45%
41,647
+2,554
23
$1.38M 0.42%
60,476
+3,709
24
$1.37M 0.42%
25,687
+5,032
25
$1.19M 0.36%
33,587
-14,569
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