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
$930M
AUM Growth
-$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$10.1M
3
+$809K
4
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$511K
5
THOR
THORATEC CORPORATION
THOR
+$506K

Top Sells

1
+$73.9M
2
+$16.7M
3
+$1.6M
4
EXPD icon
Expeditors International
EXPD
+$1.56M
5
ECL icon
Ecolab
ECL
+$1.36M

Sector Composition

1 Financials 22.47%
2 Industrials 22.12%
3 Consumer Discretionary 14.49%
4 Technology 11.72%
5 Materials 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$218K 0.02%
9,000
27
$186K 0.02%
1,132
28
– –
-172,033
29
– –
-2,500
30
– –
-4,000
31
– –
-9,500
1
2