MCI

McDonald Capital Investors Portfolio holdings

AUM $1.59B
1-Year Est. Return 23.56%
This Quarter Est. Return
1 Year Est. Return
+23.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$39.7M
2 +$10.6M
3 +$1.37M
4
WFC icon
Wells Fargo
WFC
+$1.24M
5
EXPD icon
Expeditors International
EXPD
+$1.1M

Sector Composition

1 Industrials 20.96%
2 Financials 20.67%
3 Consumer Discretionary 19.19%
4 Technology 10.63%
5 Materials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-28,000