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
$392M
AUM Growth
-$66.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$667K
2
+$507K
3
+$506K
4
EQT icon
EQT Corp
EQT
+$416K
5
SHEL icon
Shell
SHEL
+$397K

Top Sells

1
+$1.21M
2
+$835K
3
+$797K
4
PNR icon
Pentair
PNR
+$789K
5
ADPT icon
Adaptive Biotechnologies
ADPT
+$704K

Sector Composition

1 Technology 17.52%
2 Healthcare 12.11%
3 Industrials 11.21%
4 Financials 8.8%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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315
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