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
301
$2.83K ﹤0.01%
+48
302
$2.78K ﹤0.01%
+27
303
$2.74K ﹤0.01%
19
-2,401
304
$2.74K ﹤0.01%
+70
305
$2.73K ﹤0.01%
+138
306
$2.69K ﹤0.01%
+46
307
$2.69K ﹤0.01%
+48
308
$2.64K ﹤0.01%
12
-3,149
309
$2.63K ﹤0.01%
+39
310
$2.62K ﹤0.01%
+50
311
$2.55K ﹤0.01%
+71
312
$2.55K ﹤0.01%
+87
313
$2.53K ﹤0.01%
+48
314
$2.53K ﹤0.01%
+16
315
$2.5K ﹤0.01%
+55
316
$2.49K ﹤0.01%
40
-10,925
317
$2.48K ﹤0.01%
+8
318
$2.46K ﹤0.01%
+150
319
$2.46K ﹤0.01%
+52
320
$2.46K ﹤0.01%
+16
321
$2.45K ﹤0.01%
+77
322
$2.43K ﹤0.01%
+78
323
$2.39K ﹤0.01%
+120
324
$2.38K ﹤0.01%
+45
325
$2.37K ﹤0.01%
+33
11 12
13
14 15