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
$458M
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.6M
3
+$10M
4
CVX icon
Chevron
CVX
+$7.78M
5
JPM icon
JPMorgan Chase
JPM
+$7.45M

Top Sells

1
+$6.38M
2
+$5.59M
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

Sector Composition

1 Technology 18.77%
2 Industrials 11.32%
3 Healthcare 10.91%
4 Financials 8.98%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$310K 0.07%
+1,282
252
$305K 0.07%
7,900
+6,286
253
$303K 0.07%
+408
254
$296K 0.06%
+2,225
255
$295K 0.06%
2,690
+2,632
256
$288K 0.06%
+4,501
257
$286K 0.06%
+22,150
258
$286K 0.06%
11,771
+11,711
259
$286K 0.06%
+688
260
$285K 0.06%
+2,500
261
$283K 0.06%
+1,874
262
$283K 0.06%
+2,852
263
$282K 0.06%
+5,314
264
$282K 0.06%
+14,478
265
$281K 0.06%
+2,040
266
$274K 0.06%
+3,540
267
$273K 0.06%
1,231
+1,107
268
$271K 0.06%
+2,344
269
$267K 0.06%
+2,136
270
$262K 0.06%
+925
271
$262K 0.06%
+3,461
272
$256K 0.06%
6,079
+5,030
273
$253K 0.06%
10,175
+1,314
274
$253K 0.06%
+6,750
275
$251K 0.05%
3,214
+2,890
9 10
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