MCI
McDonald Capital Investors Portfolio holdings
AUM
$1.59B
1-Year Return
23.56%
This Quarter Return
+0.45%
1 Year Return
+23.56%
3 Year Return
+103.65%
5 Year Return
+173.61%
10 Year Return
+369.11%
AUM
$1.02B
AUM Growth
+$48.1M
(+4.9%)
Cap. Flow
+$41.5M
Cap. Flow
% of AUM
4.06%
Top 10 Holdings %
Top 10 Hldgs %
87.57%
Holding
26
New
5
Increased
12
Reduced
4
Closed
1
Top Buys
| 1 |
Union Pacific
UNP
|
+$39.7M |
| 2 |
Progressive
PGR
|
+$10.6M |
| 3 |
Paychex
PAYX
|
+$1.37M |
| 4 |
Wells Fargo
WFC
|
+$1.24M |
| 5 |
Expeditors International
EXPD
|
+$1.1M |
Top Sells
| 1 |
Nike
NKE
|
+$8.01M |
| 2 |
United Parcel Service
UPS
|
+$8.01M |
| 3 |
POM
PEPCO HOLDINGS, INC.
POM
|
+$2.08M |
| 4 |
RVBD
RIVERBED TECHNOLOGY, INC COM
RVBD
|
+$585K |
| 5 |
ProShares Short 20+ Year Treasury ETF
TBF
|
+$111K |
Sector Composition
| 1 | Industrials | 20.96% |
| 2 | Financials | 20.67% |
| 3 | Consumer Discretionary | 19.19% |
| 4 | Technology | 10.63% |
| 5 | Materials | 9.98% |