MP

McDonald Partners Portfolio holdings

AUM $416M
1-Year Est. Return 17.5%
This Quarter Est. Return
1 Year Est. Return
+17.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.21M
3
+$771K
4
CVX icon
Chevron
CVX
+$697K
5
LVS icon
Las Vegas Sands
LVS
+$606K

Top Sells

1
+$349K
2
+$306K
3
+$296K
4
IBM icon
IBM
IBM
+$269K
5
BIIB icon
Biogen
BIIB
+$245K

Sector Composition

1 Technology 18.38%
2 Industrials 11.85%
3 Healthcare 10.57%
4 Financials 8.47%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.97M 0.93%
18,690
+271
27
$3.86M 0.91%
13,805
+5,952
28
$3.85M 0.9%
35,227
+424
29
$3.69M 0.87%
36,056
30
$3.66M 0.86%
42,047
-4,000
31
$3.53M 0.83%
67,045
+1,345
32
$3.49M 0.82%
21,260
+3,440
33
$3.31M 0.78%
18,199
+268
34
$3.26M 0.77%
8,267
-26
35
$3.15M 0.74%
20,246
+75
36
$3.09M 0.73%
25,754
+636
37
$3.04M 0.71%
43,564
-69
38
$3.03M 0.71%
9,460
+87
39
$2.91M 0.68%
47,149
+1,460
40
$2.84M 0.67%
70,125
-375
41
$2.81M 0.66%
14,624
+205
42
$2.73M 0.64%
20,500
+1,340
43
$2.71M 0.64%
21,189
+1,391
44
$2.6M 0.61%
6,040
+187
45
$2.57M 0.6%
36,669
+993
46
$2.52M 0.59%
42,933
+5,062
47
$2.46M 0.58%
36,669
+2,874
48
$2.44M 0.57%
19,300
49
$2.38M 0.56%
47,456
-2,920
50
$2.37M 0.56%
13,673
+263
1
2
3 4 5