MCI
McDonald Capital Investors Portfolio holdings
AUM
$1.59B
This Quarter Return
+3.87%
1 Year Return
+23.56%
3 Year Return
+103.65%
5 Year Return
+173.61%
10 Year Return
+369.11%
AUM
$960M
AUM Growth
+$960M
(+3.2%)
Cap. Flow
+$45.2M
Cap. Flow
% of AUM
4.7%
Top 10 Holdings %
Top 10 Hldgs %
88.36%
Holding
28
New
1
Increased
3
Reduced
12
Closed
6
Top Buys
| 1 |
Nike
NKE
|
$28.4M |
| 2 |
SRCL
Stericycle Inc
SRCL
|
$22M |
| 3 |
Union Pacific
UNP
|
$7.37M |
| 4 |
Fastenal
FAST
|
$4.83M |
Top Sells
| 1 |
Microsoft
MSFT
|
$9.32M |
| 2 |
Paychex
PAYX
|
$1.21M |
| 3 |
Ecolab
ECL
|
$904K |
| 4 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
$736K |
| 5 |
Progressive
PGR
|
$734K |
Sector Composition
| 1 | Industrials | 24.9% |
| 2 | Financials | 22.61% |
| 3 | Technology | 11.4% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Materials | 10.48% |