MP

McDonald Partners Portfolio holdings

AUM $416M
1-Year Est. Return 17.5%
This Quarter Est. Return
1 Year Est. Return
+17.5%
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
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
276
$249K 0.05%
+2,430
277
$246K 0.05%
+2,056
278
$246K 0.05%
+6,347
279
$243K 0.05%
1,970
+1,951
280
$241K 0.05%
+4,927
281
$233K 0.05%
+3,769
282
$232K 0.05%
1,696
-20,403
283
$231K 0.05%
2,155
-8,584
284
$227K 0.05%
+10,533
285
$225K 0.05%
+1,653
286
$221K 0.05%
3,894
+3,848
287
$218K 0.05%
2,745
+1,986
288
$213K 0.05%
+3,889
289
$213K 0.05%
+3,917
290
$208K 0.05%
+4,831
291
$205K 0.04%
+2,050
292
$195K 0.04%
+57,548
293
$182K 0.04%
+11,719
294
$168K 0.04%
+10,260
295
$159K 0.03%
+20,181
296
$142K 0.03%
+13,072
297
$141K 0.03%
+52,725
298
$139K 0.03%
+11,320
299
$137K 0.03%
+26,526
300
$108K 0.02%
+11,187
10 11
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