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
$54.4M
AUM Growth
+$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$153K

Sector Composition

1 Consumer Discretionary 79.02%
2 Communication Services 20.05%
3 Energy 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$43M 79.02%
740,545
2
$10.9M 20.05%
1,636,340
3
$504K 0.93%
171,543
-52,047