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
$262M
AUM Growth
-$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$525K
2
+$484K
3
+$397K
4
ACRE
Ares Commercial Real Estate
ACRE
+$294K
5
WOLF icon
Wolfspeed
WOLF
+$258K

Top Sells

1
+$5.56M
2
+$4.76M
3
+$4.48M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$3.86M
5
MSFT icon
Microsoft
MSFT
+$3.53M

Sector Composition

1 Technology 20.82%
2 Industrials 13.86%
3 Healthcare 13.68%
4 Financials 9.59%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
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