MCI

McDonald Capital Investors Portfolio holdings

AUM $1.63B
1-Year Est. Return 15.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.18%
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 +$34.3M
2 +$894K
3 +$630K
4
CMCSA icon
Comcast
CMCSA
+$585K
5
WFC icon
Wells Fargo
WFC
+$533K

Top Sells

1 +$25.2M
2 +$1.05M
3 +$879K
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