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
$39.4M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 79.21%
2 Communication Services 18.58%
3 Energy 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$31.2M 79.21%
740,545
2
$7.31M 18.58%
1,636,340
3
$870K 2.21%
223,590