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
$1.15B
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$35.6M
2 +$901K
3 +$611K
4
CMCSA icon
Comcast
CMCSA
+$578K
5
WFC icon
Wells Fargo
WFC
+$551K

Top Sells

1 +$26.7M
2 +$1.08M
3 +$933K
4
WOOF
VCA Inc.
WOOF
+$549K
5
WWAV
The WhiteWave Foods Company
WWAV
+$281K

Sector Composition

1 Industrials 28.81%
2 Financials 26.82%
3 Technology 11.96%
4 Materials 10.33%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-5,000
27
-6,000