MP
McDonald Partners Portfolio holdings
AUM
$335M
1-Year Est. Return
17.86%
1 Year Est. Return
+17.86%
AUM
$416M
AUM Growth
+$32.3M
(+8.4%)
Holding
255
Top Buys
| 1 | +$1.35M | |
| 2 | +$1.19M | |
| 3 | +$904K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$812K |
| 5 |
Broadcom
AVGO
|
+$780K |
Top Sells
| 1 | +$1.37M | |
| 2 | +$567K | |
| 3 | +$457K | |
| 4 |
AT&T
T
|
+$399K |
| 5 |
Johnson Controls International
JCI
|
+$398K |
Sector Composition
| 1 | Technology | 23.62% |
| 2 | Industrials | 16.76% |
| 3 | Financials | 12.71% |
| 4 | Healthcare | 7.77% |
| 5 | Consumer Discretionary | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
First Foundation Inc
FFWM
$429M
| – | – |
-11,771
|
|
||
252
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.2B
| – | – |
-486
|
|
||
253
Cincinnati Financial
CINF
$25.6B
| – | – |
-1,652
|
|
||
254
BP
BP
$93.4B
| – | – |
-6,890
|
|
||
255
Allstate
ALL
$56.1B
| – | – |
-999
|
|