MP

McDonald Partners Portfolio holdings

AUM $317M
1-Year Est. Return 22.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$767K
3
+$705K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$704K
5
DD icon
DuPont de Nemours
DD
+$659K

Top Sells

1
+$1.6M
2
+$1.05M
3
+$768K
4
AAPL icon
Apple
AAPL
+$543K
5
CVX icon
Chevron
CVX
+$527K

Sector Composition

1 Technology 19.92%
2 Industrials 14.36%
3 Healthcare 13.77%
4 Financials 10.61%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43.9K 0.02%
+11,700
227
$34.4K 0.01%
11,160
-2,395
228
$14.9K 0.01%
40,470
-2,100
229
– –
-9,456
230
– –
-10,700
231
– –
-4,832
232
– –
-16,000
233
– –
-2,500
234
– –
-9,495
6 7 8 9
10