MP
McDonald Partners Portfolio holdings
AUM
$416M
1-Year Return
17.5%
This Quarter Return
-1.07%
1 Year Return
+17.5%
3 Year Return
+71.26%
5 Year Return
–
10 Year Return
–
AUM
$426M
AUM Growth
+$2.78M
(+0.66%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
2.59%
Top 10 Holdings %
Top 10 Hldgs %
21.13%
Holding
307
New
4
Increased
154
Reduced
76
Closed
8
Top Buys
| 1 |
Sherwin-Williams
SHW
|
$1.67M |
| 2 |
Sonos
SONO
|
$1.21M |
| 3 |
Fox Class A
FOXA
|
$771K |
| 4 |
Chevron
CVX
|
$697K |
| 5 |
Las Vegas Sands
LVS
|
$606K |
Top Sells
| 1 |
Oracle
ORCL
|
$349K |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$306K |
| 3 |
Broadcom
AVGO
|
$296K |
| 4 |
IBM
IBM
|
$269K |
| 5 |
Biogen
BIIB
|
$245K |
Sector Composition
| 1 | Technology | 18.38% |
| 2 | Industrials | 11.85% |
| 3 | Healthcare | 10.57% |
| 4 | Financials | 8.47% |
| 5 | Communication Services | 7.15% |
