MC

MSD Capital Portfolio holdings

AUM $155M
1-Year Est. Return 8.92%
This Quarter Est. Return
1 Year Est. Return
-8.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.4M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$8.89M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 84.62%
2 Communication Services 15.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$48.6M 52.81%
740,545
2
$22.8M 24.84%
150,874
+58,705
3
$13M 14.11%
1,636,340