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
401
$1.46K ﹤0.01%
+35
402
$1.45K ﹤0.01%
+55
403
$1.44K ﹤0.01%
+20
404
$1.44K ﹤0.01%
+60
405
$1.44K ﹤0.01%
+25
406
$1.42K ﹤0.01%
4
-4,662
407
$1.42K ﹤0.01%
+11
408
$1.41K ﹤0.01%
+42
409
$1.39K ﹤0.01%
31
-11,034
410
$1.38K ﹤0.01%
+10
411
$1.36K ﹤0.01%
+55
412
$1.35K ﹤0.01%
+17
413
$1.35K ﹤0.01%
+1
414
$1.34K ﹤0.01%
+22
415
$1.33K ﹤0.01%
48
-37,466
416
$1.32K ﹤0.01%
+28
417
$1.3K ﹤0.01%
+10
418
$1.3K ﹤0.01%
+53
419
$1.29K ﹤0.01%
+8
420
$1.29K ﹤0.01%
+7
421
$1.28K ﹤0.01%
+16
422
$1.22K ﹤0.01%
+13
423
$1.21K ﹤0.01%
+36
424
$1.21K ﹤0.01%
+9
425
$1.19K ﹤0.01%
+9
15 16
17
18 19