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
$458M
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.6M
3
+$10M
4
CVX icon
Chevron
CVX
+$7.78M
5
JPM icon
JPMorgan Chase
JPM
+$7.45M

Top Sells

1
+$6.38M
2
+$5.59M
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

Sector Composition

1 Technology 18.77%
2 Industrials 11.32%
3 Healthcare 10.91%
4 Financials 8.98%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$394K 0.09%
+3,070
227
$389K 0.08%
8,479
+8,369
228
$383K 0.08%
2,372
+2,347
229
$381K 0.08%
4,604
+4,449
230
$380K 0.08%
2,574
+1,244
231
$371K 0.08%
+4,823
232
$369K 0.08%
+4,426
233
$369K 0.08%
+2,815
234
$364K 0.08%
+5,875
235
$355K 0.08%
+3,234
236
$351K 0.08%
1,585
+1,555
237
$351K 0.08%
642
+630
238
$349K 0.08%
+2,108
239
$347K 0.08%
7,531
+5,235
240
$346K 0.08%
+5,356
241
$339K 0.07%
+7,918
242
$337K 0.07%
4,407
+4,293
243
$332K 0.07%
+21,359
244
$329K 0.07%
2,629
+2,616
245
$329K 0.07%
1,385
-1,915
246
$328K 0.07%
+13,750
247
$322K 0.07%
+3,844
248
$322K 0.07%
1,125
+1,123
249
$321K 0.07%
4,363
-1,266
250
$311K 0.07%
+5,675
8 9
10
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