MP

McDonald Partners Portfolio holdings

AUM $335M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1 +$14.6M
2 +$13.3M
3 +$7.09M
4
ROKU icon
Roku
ROKU
+$7.04M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$6.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.99%
2 Industrials 11.64%
3 Healthcare 11.55%
4 Communication Services 8.35%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$306K 0.09%
+14,143
227
$305K 0.09%
+3,536
228
$304K 0.09%
+3,666
229
$298K 0.08%
+1,093
230
$295K 0.08%
+1,418
231
$295K 0.08%
+2,477
232
$289K 0.08%
+3,963
233
$289K 0.08%
+6,000
234
$286K 0.08%
+1,285
235
$281K 0.08%
+1,765
236
$274K 0.08%
+5,767
237
$269K 0.08%
+3,825
238
$266K 0.07%
+1,731
239
$265K 0.07%
+14,137
240
$265K 0.07%
+2,500
241
$260K 0.07%
+2,235
242
$250K 0.07%
+6,968
243
$243K 0.07%
+1,282
244
$240K 0.07%
+3,294
245
$240K 0.07%
+1,072
246
$236K 0.07%
+6,470
247
$233K 0.07%
+3,233
248
$232K 0.07%
+2,664
249
$232K 0.07%
+8,223
250
$232K 0.07%
+3,514