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
351
$1.97K ﹤0.01%
+19
352
$1.95K ﹤0.01%
13
-13,687
353
$1.94K ﹤0.01%
+74
354
$1.94K ﹤0.01%
+28
355
$1.93K ﹤0.01%
+7
356
$1.93K ﹤0.01%
+30
357
$1.92K ﹤0.01%
+19
358
$1.9K ﹤0.01%
+8
359
$1.9K ﹤0.01%
+30
360
$1.89K ﹤0.01%
+15
361
$1.88K ﹤0.01%
+65
362
$1.88K ﹤0.01%
+17
363
$1.86K ﹤0.01%
+18
364
$1.83K ﹤0.01%
+30
365
$1.81K ﹤0.01%
+100
366
$1.81K ﹤0.01%
+28
367
$1.81K ﹤0.01%
30
-15,500
368
$1.8K ﹤0.01%
13
-2,345
369
$1.8K ﹤0.01%
+10
370
$1.78K ﹤0.01%
+10
371
$1.74K ﹤0.01%
+8
372
$1.72K ﹤0.01%
+47
373
$1.71K ﹤0.01%
7
-2,539
374
$1.69K ﹤0.01%
+79
375
$1.66K ﹤0.01%
+13
13 14
15
16 17