MP
McDonald Partners Portfolio holdings
AUM
$335M
1-Year Est. Return
17.86%
1 Year Est. Return
+17.86%
AUM
$335M
AUM Growth
-$81.2M
(-20%)
Holding
259
Top Buys
| 1 | +$3.3M | |
| 2 | +$1.37M | |
| 3 | +$932K | |
| 4 |
Cardinal Health
CAH
|
+$426K |
| 5 |
Gilead Sciences
GILD
|
+$419K |
Top Sells
| 1 | +$6.89M | |
| 2 | +$5.45M | |
| 3 | +$3.52M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.36M |
| 5 |
Sherwin-Williams
SHW
|
+$3.17M |
Sector Composition
| 1 | Technology | 23.57% |
| 2 | Industrials | 18.14% |
| 3 | Financials | 12.84% |
| 4 | Healthcare | 8.79% |
| 5 | Consumer Discretionary | 5.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Tesla
TSLA
$1.46T
| – | – |
-650
|
|
||
252
Under Armour
UAA
$2.45B
| – | – |
-19,480
|
|
||
253
Uber
UBER
$176B
| – | – |
-9,001
|
|
||
254
VF Corp
VFC
$7.35B
| – | – |
-12,664
|
|
||
255
Wendy's
WEN
$1.58B
| – | – |
-45,654
|
|
||
256
GE Vernova
GEV
$185B
| – | – |
-566
|
|
||
|
SW
257
Smurfit Westrock
SW
$22.3B
| – | – |
-7,500
|
|
||
258
Clorox
CLX
$13.4B
| – | – |
-4,724
|
|
||
259
Salesforce
CRM
$213B
| – | – |
-1,745
|
|