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
$1.2B
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$11.4M
3
+$747K
4
TPTX
Turning Point Therapeutics, Inc. Common Stock
TPTX
+$649K
5
CDK
CDK Global, Inc.
CDK
+$625K

Top Sells

1
+$48.5M
2
+$2.91M
3
+$2.43M
4
PAYX icon
Paychex
PAYX
+$1.45M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.11M

Sector Composition

1 Financials 38.94%
2 Healthcare 14.31%
3 Technology 12.41%
4 Communication Services 11.92%
5 Industrials 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,275
27
– –
-12,852
1
2