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
$1.33B
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$674K
2
+$350K
3
+$218K
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$47.3K

Top Sells

1
+$3.66M
2
+$3.1M
3
+$2.55M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.38M
5
CMCSA icon
Comcast
CMCSA
+$2M

Sector Composition

1 Financials 36.51%
2 Industrials 17.47%
3 Technology 11.27%
4 Communication Services 10.38%
5 Materials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-7,900
1
2