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
376
$1.66K ﹤0.01%
+18
377
$1.66K ﹤0.01%
+37
378
$1.65K ﹤0.01%
+12
379
$1.64K ﹤0.01%
+48
380
$1.64K ﹤0.01%
+52
381
$1.62K ﹤0.01%
+45
382
$1.61K ﹤0.01%
+32
383
$1.6K ﹤0.01%
+24
384
$1.6K ﹤0.01%
27
-25,570
385
$1.6K ﹤0.01%
+64
386
$1.6K ﹤0.01%
+89
387
$1.59K ﹤0.01%
9
-27,100
388
$1.57K ﹤0.01%
+7
389
$1.56K ﹤0.01%
+30
390
$1.56K ﹤0.01%
+71
391
$1.56K ﹤0.01%
+21
392
$1.54K ﹤0.01%
+66
393
$1.53K ﹤0.01%
+9
394
$1.53K ﹤0.01%
+23
395
$1.5K ﹤0.01%
+57
396
$1.49K ﹤0.01%
+60
397
$1.49K ﹤0.01%
+24
398
$1.48K ﹤0.01%
+15
399
$1.48K ﹤0.01%
+3
400
$1.48K ﹤0.01%
+22
14 15
16
17 18