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
$423M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Sells

1 +$380K
2 +$311K
3 +$268K
4
DIS icon
Walt Disney
DIS
+$265K
5
MRK icon
Merck
MRK
+$236K

Sector Composition

1 Technology 17.86%
2 Industrials 12.18%
3 Healthcare 10.88%
4 Financials 8.07%
5 Communication Services 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$108K 0.03%
+2,400
302
$83K 0.02%
2,621
303
$73K 0.02%
28,629
-2,000
304
-2,602
305
-5,020
306
-947
307
-11,825