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
$1.43B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$208K

Top Sells

1
+$3.57M
2
+$3.35M
3
+$3.01M
4
NKE icon
Nike
NKE
+$2.82M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.45M

Sector Composition

1 Financials 34.88%
2 Industrials 15.7%
3 Technology 12.58%
4 Healthcare 12.33%
5 Materials 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$179M 12.58%
1,314,366
-26,189
2
$177M 12.44%
1,728,139
-29,300
3
$124M 8.71%
415,505
-8,197
4
$108M 7.56%
2,207,715
-44,699
5
$105M 7.36%
166,153
-1,675
6
$100M 7.04%
3,136,556
-104,670
7
$89.3M 6.26%
380,484
-7,079
8
$81.2M 5.69%
1,613,568
-16,589
9
$78.5M 5.51%
471,223
-16,918
10
$70.9M 4.97%
153,010
-2,868
11
$70M 4.9%
520,954
-6,583
12
$60.9M 4.27%
1,268,408
-17,169
13
$53.5M 3.75%
212,231
-6,349
14
$53.2M 3.73%
120,832
-3,706
15
$46.1M 3.23%
317,920
-6,180
16
$25.9M 1.82%
163,769
-4,813
17
$1.26M 0.09%
+6,660
18
$725K 0.05%
11,576
-1,068
19
$542K 0.04%
9,649
20
$208K 0.01%
+1,275
21
– –
-51,100
22
– –
-37,500