MCI
McDonald Capital Investors Portfolio holdings
AUM $1.59B
1-Year Return
23.56%
This Quarter Return
+1.03%
1 Year Return
+23.56%
3 Year Return
+103.65%
5 Year Return
+173.61%
10 Year Return
+369.11%
AUM
$1.15B
AUM Growth
+$16.3M
(+1.4%)
Cap. Flow
+$10M
Cap. Flow
% of AUM
0.87%
Top 10 Holdings %
Top 10 Hldgs %
87.98%
Holding
27
New
4
Increased
8
Reduced
6
Closed
4
Top Buys
| 1 |
Brookfield
BN
|
+$35.6M |
| 2 |
SYT
Syngenta Ag
SYT
|
+$901K |
| 3 |
Fastenal
FAST
|
+$611K |
| 4 |
Comcast
CMCSA
|
+$578K |
| 5 |
Wells Fargo
WFC
|
+$551K |
Top Sells
| 1 |
Waters Corp
WAT
|
+$26.7M |
| 2 |
Ecolab
ECL
|
+$1.08M |
| 3 |
Progressive
PGR
|
+$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% |