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
$426M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.21M
3
+$771K
4
CVX icon
Chevron
CVX
+$697K
5
LVS icon
Las Vegas Sands
LVS
+$606K

Top Sells

1
+$349K
2
+$306K
3
+$296K
4
IBM icon
IBM
IBM
+$269K
5
BIIB icon
Biogen
BIIB
+$245K

Sector Composition

1 Technology 18.38%
2 Industrials 11.85%
3 Healthcare 10.57%
4 Financials 8.47%
5 Communication Services 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$363K 0.09%
4,475
+225
227
$360K 0.08%
5,104
+680
228
$358K 0.08%
13,750
229
$356K 0.08%
6,646
230
$354K 0.08%
3,623
+227
231
$348K 0.08%
2,574
-35
232
$348K 0.08%
4,707
-255
233
$345K 0.08%
2,277
234
$344K 0.08%
4,737
-110
235
$344K 0.08%
1,454
236
$335K 0.08%
1,530
+265
237
$334K 0.08%
6,680
+462
238
$333K 0.08%
3,234
239
$329K 0.08%
4,213
240
$325K 0.08%
3,674
241
$321K 0.08%
4,501
242
$320K 0.08%
2,420
+1
243
$315K 0.07%
6,252
-6,079
244
$312K 0.07%
2,690
245
$310K 0.07%
6,482
+1,122
246
$307K 0.07%
2,358
-89
247
$305K 0.07%
3,294
248
$300K 0.07%
1,775
-48
249
$289K 0.07%
1,802
+60
250
$287K 0.07%
10,806
+1
8 9
10
11 12