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
$108M
AUM Growth
-$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$5.78M
3
+$4.93M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$4.61M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$4.31M

Top Sells

1
+$20.9M
2
+$20.8M
3
+$8.44M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.85M
5
ETN icon
Eaton
ETN
+$7.47M

Sector Composition

1 Technology 3.26%
2 Consumer Staples 2.75%
3 Communication Services 1.94%
4 Financials 1.42%
5 Industrials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5K ﹤0.01%
+128
252
$5K ﹤0.01%
+83
253
$4.87K ﹤0.01%
+160
254
$4.71K ﹤0.01%
+21
255
$4.69K ﹤0.01%
+49
256
$4.68K ﹤0.01%
90
-30,874
257
$4.67K ﹤0.01%
+9
258
$4.58K ﹤0.01%
+12
259
$4.54K ﹤0.01%
+239
260
$4.51K ﹤0.01%
43
-3,580
261
$4.5K ﹤0.01%
+114
262
$4.49K ﹤0.01%
+126
263
$4.41K ﹤0.01%
+67
264
$4.39K ﹤0.01%
+28
265
$4.33K ﹤0.01%
+58
266
$4.26K ﹤0.01%
+70
267
$4.15K ﹤0.01%
25
-1,777
268
$4.11K ﹤0.01%
+97
269
$4.07K ﹤0.01%
+131
270
$4.02K ﹤0.01%
+68
271
$3.95K ﹤0.01%
+123
272
$3.94K ﹤0.01%
+30
273
$3.94K ﹤0.01%
253
-59,589
274
$3.89K ﹤0.01%
252
-63,360
275
$3.77K ﹤0.01%
+48
9 10
11
12 13