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

Top Buys

1
+$1.35M
2
+$637K
3
+$416K
4
EXPD icon
Expeditors International
EXPD
+$618

Top Sells

1
+$27.6M
2
+$10.7M
3
+$2.14M
4
WFC icon
Wells Fargo
WFC
+$1.16M
5
BN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-11,420
27
– –
-5,125
1
2