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
$1.13B
AUM Growth
-$72.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$699K
3
+$392K
4
EXPD icon
Expeditors International
EXPD
+$701

Top Sells

1
+$30.5M
2
+$11.1M
3
+$1.96M
4
WFC icon
Wells Fargo
WFC
+$1.24M
5
BN icon
Brookfield
BN
+$1.1M

Sector Composition

1 Financials 39.47%
2 Healthcare 15.9%
3 Communication Services 12.16%
4 Technology 10.51%
5 Industrials 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-6,600
27
– –
-5,125
1
2