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
426
$1.19K ﹤0.01%
+4
427
$1.19K ﹤0.01%
+22
428
$1.18K ﹤0.01%
+13
429
$1.17K ﹤0.01%
+13
430
$1.17K ﹤0.01%
+50
431
$1.17K ﹤0.01%
+17
432
$1.16K ﹤0.01%
+13
433
$1.14K ﹤0.01%
+24
434
$1.13K ﹤0.01%
2
-9,701
435
$1.13K ﹤0.01%
+24
436
$1.1K ﹤0.01%
+35
437
$1.06K ﹤0.01%
3
-1,074
438
$1.06K ﹤0.01%
3
-13,802
439
$1.05K ﹤0.01%
+48
440
$1.05K ﹤0.01%
+337
441
$1.03K ﹤0.01%
+46
442
$1.02K ﹤0.01%
+15
443
$987 ﹤0.01%
+8
444
$984 ﹤0.01%
+2
445
$940 ﹤0.01%
+12
446
$921 ﹤0.01%
+12
447
$905 ﹤0.01%
+10
448
$876 ﹤0.01%
+4
449
$866 ﹤0.01%
+9
450
$844 ﹤0.01%
+9
16 17
18
19 20