MCI
McDonald Capital Investors Portfolio holdings
AUM
$1.59B
1-Year Return
23.56%
This Quarter Return
-0.56%
1 Year Return
+23.56%
3 Year Return
+103.65%
5 Year Return
+173.61%
10 Year Return
+369.11%
AUM
$1.13B
AUM Growth
-$72.7M
(-6.1%)
Cap. Flow
-$48.2M
Cap. Flow
% of AUM
-4.28%
Top 10 Holdings %
Top 10 Hldgs %
79.78%
Holding
27
New
2
Increased
2
Reduced
15
Closed
5
Top Buys
| 1 |
CCXI
ChemoCentryx, Inc.
CCXI
|
+$1.35M |
| 2 |
JPMorgan Chase
JPM
|
+$637K |
| 3 |
NLSN
Nielsen Holdings plc
NLSN
|
+$416K |
| 4 |
Expeditors International
EXPD
|
+$618 |
Top Sells
| 1 |
Paychex
PAYX
|
+$27.6M |
| 2 |
Progressive
PGR
|
+$10.7M |
| 3 |
Regeneron Pharmaceuticals
REGN
|
+$2.14M |
| 4 |
Wells Fargo
WFC
|
+$1.16M |
| 5 |
Brookfield
BN
|
+$933K |
Sector Composition
| 1 | Financials | 39.47% |
| 2 | Healthcare | 15.9% |
| 3 | Communication Services | 12.16% |
| 4 | Technology | 10.51% |
| 5 | Industrials | 10.16% |