MP

MSD Partners Portfolio holdings

AUM $109M
1-Year Est. Return 2.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-2.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$370M
AUM Growth
-$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$33.1M
2 +$28M
3 +$25.3M
4
WFC icon
Wells Fargo
WFC
+$24.9M
5
CFG icon
Citizens Financial Group
CFG
+$23M

Sector Composition

1 Industrials 44.84%
2 Financials 27.62%
3 Healthcare 18.98%
4 Real Estate 2.67%
5 Energy 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$29K 0.01%
200
27
-490,000