MC

MSD Capital Portfolio holdings

AUM $88.8M
1-Year Est. Return 22.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-22.69%
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 +$8.56M

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 57.55%
740,545
2
$22.8M 27.07%
150,874
+58,705
3
$13M 15.38%
1,636,340