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MCI

McDonald Capital Investors Portfolio holdings

AUM $1.46B
1-Year Est. Return 2.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+2.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.61B
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M

Top Sells

1
+$4.07M
2
+$4.03M
3
+$3.56M
4
AMZN icon
Amazon
AMZN
+$3.18M
5
NFLX icon
Netflix
NFLX
+$3.13M

Sector Composition

1 Financials 44.48%
2 Communication Services 12.35%
3 Materials 11.43%
4 Consumer Discretionary 10.87%
5 Healthcare 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$225M 14.01%
912,857
-16,339
2
$161M 9.98%
319,397
-7,341
3
$133M 8.28%
1,110,520
-25,640
4
$129M 8.01%
2,819,891
-91,747
5
$120M 7.46%
213,331
-4,714
6
$117M 7.25%
531,264
-14,071
7
$109M 6.76%
857,899
-16,567
8
$99.3M 6.17%
157,538
-4,033
9
$89.7M 5.57%
284,347
-5,330
10
$84.6M 5.26%
308,963
-7,159
11
$64.9M 4.04%
267,090
-6,776
12
$62.3M 3.88%
743,838
-18,096
13
$58.2M 3.62%
834,114
-26,726
14
$57.4M 3.57%
242,877
-3,127
15
$44.8M 2.79%
913,854
-44,150
16
$28.3M 1.76%
+98,853
17
$20.4M 1.27%
357,653
-8,942
18
$3.1M 0.19%
9,608
-4,541
19
$1.59M 0.1%
12,950
20
$609K 0.04%
2,500
21
$227K 0.01%
1,195