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
$108M
AUM Growth
-$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$5.78M
3
+$4.93M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$4.61M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$4.31M

Top Sells

1
+$20.9M
2
+$20.8M
3
+$8.44M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.85M
5
ETN icon
Eaton
ETN
+$7.47M

Sector Composition

1 Technology 3.26%
2 Consumer Staples 2.75%
3 Communication Services 1.94%
4 Financials 1.42%
5 Industrials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.31K 0.01%
+96
227
$6.3K 0.01%
103
-42,830
228
$6.29K 0.01%
+17
229
$6.26K 0.01%
+24
230
$6.18K 0.01%
36
-37,901
231
$6.11K 0.01%
+24
232
$5.98K 0.01%
110
-8,599
233
$5.8K 0.01%
+90
234
$5.76K 0.01%
+58
235
$5.59K 0.01%
77
-43,487
236
$5.53K 0.01%
+21
237
$5.52K 0.01%
+96
238
$5.47K 0.01%
+30
239
$5.44K 0.01%
+212
240
$5.38K 0.01%
+84
241
$5.38K 0.01%
+102
242
$5.37K 0.01%
+21
243
$5.29K ﹤0.01%
+7
244
$5.27K ﹤0.01%
+129
245
$5.26K ﹤0.01%
68
-26,100
246
$5.14K ﹤0.01%
+75
247
$5.13K ﹤0.01%
+229
248
$5.1K ﹤0.01%
+31
249
$5.04K ﹤0.01%
+256
250
$5.01K ﹤0.01%
24
-13,649
8 9
10
11 12