MC

Muzinich & Co Portfolio holdings

AUM $318M
1-Year Est. Return 11.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.02M
3
+$945K
4
GSBD icon
Goldman Sachs BDC
GSBD
+$700K
5
CSWC icon
Capital Southwest
CSWC
+$692K

Top Sells

1
+$2.07M
2
+$851K
3
+$706K
4
OBDC icon
Blue Owl Capital
OBDC
+$355K
5
PSEC icon
Prospect Capital
PSEC
+$197K

Sector Composition

1 Financials 98.6%
2 Real Estate 1.4%
3 Consumer Staples 0%
4 Energy 0%
5 Healthcare 0%
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