MP

MSD Partners Portfolio holdings

AUM $151M
1-Year Est. Return 34.38%
This Quarter Est. Return
1 Year Est. Return
+34.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$173K
2
+$24.5K

Top Sells

1
+$17.7M
2
+$5.44M
3
+$5.09M
4
WFC icon
Wells Fargo
WFC
+$4.59M
5
GS icon
Goldman Sachs
GS
+$3.43M

Sector Composition

1 Industrials 82.53%
2 Consumer Staples 7.02%
3 Consumer Discretionary 2.22%
4 Utilities 1.69%
5 Materials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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