We are selling our 3% holding in Carsales.com as the stock trades to the top of the range, is relatively expensive as we look to reposition the portfolio more towards better value industrials. We are taking a nice profit on the position.
MM are selling CAR in the Flagship Growth Portfolio, taking profit around $22.00
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We are buying CSR into recent weakness. We view the stock as good value with earnings tailwinds into 2022.
MM are buying CSR in the Flagship Growth Portfolio, allocating 4% around $5.50
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