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
$426M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.21M
3
+$771K
4
CVX icon
Chevron
CVX
+$697K
5
LVS icon
Las Vegas Sands
LVS
+$606K

Top Sells

1
+$349K
2
+$306K
3
+$296K
4
IBM icon
IBM
IBM
+$269K
5
BIIB icon
Biogen
BIIB
+$245K

Sector Composition

1 Technology 18.38%
2 Industrials 11.85%
3 Healthcare 10.57%
4 Financials 8.47%
5 Communication Services 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$286K 0.07%
1,575
252
$282K 0.07%
1,142
253
$281K 0.07%
5,828
+706
254
$278K 0.07%
1,077
+9
255
$272K 0.06%
2,132
-1,402
256
$268K 0.06%
52,725
+6,625
257
$268K 0.06%
668
+100
258
$266K 0.06%
950
259
$265K 0.06%
3,214
260
$264K 0.06%
622
+39
261
$263K 0.06%
2,040
262
$263K 0.06%
1,552
263
$262K 0.06%
1,282
264
$261K 0.06%
3,300
+166
265
$257K 0.06%
2,553
+238
266
$253K 0.06%
3,514
267
$252K 0.06%
319
-131
268
$249K 0.06%
4,927
269
$244K 0.06%
2,421
+6
270
$239K 0.06%
8,020
-300
271
$236K 0.06%
1,058
+25
272
$232K 0.05%
22,486
-1,101
273
$231K 0.05%
688
-10
274
$227K 0.05%
3,544
+37
275
$221K 0.05%
9,436
9 10
11
12 13