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
276
$3.56K ﹤0.01%
40
-4,435
277
$3.48K ﹤0.01%
+196
278
$3.44K ﹤0.01%
+59
279
$3.43K ﹤0.01%
+28
280
$3.37K ﹤0.01%
19
-117,072
281
$3.22K ﹤0.01%
+11
282
$3.22K ﹤0.01%
+11
283
$3.22K ﹤0.01%
+5
284
$3.2K ﹤0.01%
+123
285
$3.15K ﹤0.01%
14
-20,600
286
$3.13K ﹤0.01%
53
-120,556
287
$3.07K ﹤0.01%
+42
288
$3.07K ﹤0.01%
+45
289
$3.05K ﹤0.01%
+70
290
$3.03K ﹤0.01%
9
-3,750
291
$2.97K ﹤0.01%
+13
292
$2.94K ﹤0.01%
+45
293
$2.93K ﹤0.01%
+10
294
$2.9K ﹤0.01%
+38
295
$2.9K ﹤0.01%
+100
296
$2.9K ﹤0.01%
20
-15,040
297
$2.89K ﹤0.01%
51
-35,870
298
$2.88K ﹤0.01%
20
-5,172
299
$2.87K ﹤0.01%
+22
300
$2.84K ﹤0.01%
+11
10 11
12
13 14