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MCI

McDonald Capital Investors Portfolio holdings

AUM $1.46B
1-Year Est. Return 2.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+2.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$960M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$8.08M
3
+$4.66M

Top Sells

1
+$21.9M
2
+$9.32M
3
+$1.2M
4
ECL icon
Ecolab
ECL
+$929K
5
CMCSA icon
Comcast
CMCSA
+$743K

Sector Composition

1 Industrials 24.9%
2 Financials 22.61%
3 Technology 11.4%
4 Consumer Discretionary 11.38%
5 Materials 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-210,586
27
– –
-5,300
28
– –
-15,200
1
2