MP

McDonald Partners Portfolio holdings

AUM $317M
1-Year Est. Return 22.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.71%
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
+$19.4M
2
+$19.1M
3
+$9.18M
4
JPM icon
JPMorgan Chase
JPM
+$8.07M
5
ETN icon
Eaton
ETN
+$7.49M

Top Sells

1
+$6.38M
2
+$5.45M
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

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
301
$75K 0.02%
+2,621
302
$67K 0.01%
+27,620
303
$66K 0.01%
+12,770
304
$55K 0.01%
+42,570
305
$49K 0.01%
+2,600
306
$42K 0.01%
+13,200
307
$25K 0.01%
+1,133
308
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309
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