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
326
$2.35K ﹤0.01%
+57
327
$2.32K ﹤0.01%
+84
328
$2.32K ﹤0.01%
+76
329
$2.31K ﹤0.01%
+42
330
$2.3K ﹤0.01%
+392
331
$2.29K ﹤0.01%
+58
332
$2.27K ﹤0.01%
+26
333
$2.25K ﹤0.01%
+21
334
$2.23K ﹤0.01%
+160
335
$2.22K ﹤0.01%
+105
336
$2.19K ﹤0.01%
12
-3,693
337
$2.18K ﹤0.01%
+24
338
$2.16K ﹤0.01%
+31
339
$2.15K ﹤0.01%
+74
340
$2.14K ﹤0.01%
115
-82,513
341
$2.12K ﹤0.01%
+35
342
$2.08K ﹤0.01%
+17
343
$2.07K ﹤0.01%
+60
344
$2.07K ﹤0.01%
+218
345
$2.07K ﹤0.01%
+26
346
$2.06K ﹤0.01%
+115
347
$2.05K ﹤0.01%
+63
348
$2.01K ﹤0.01%
+100
349
$1.98K ﹤0.01%
+95
350
$1.98K ﹤0.01%
+43
12 13
14
15 16