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
$458M
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.6M
3
+$10M
4
CVX icon
Chevron
CVX
+$7.78M
5
JPM icon
JPMorgan Chase
JPM
+$7.45M

Top Sells

1
+$6.38M
2
+$5.59M
3
+$4.93M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$4.61M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$4.31M

Sector Composition

1 Technology 18.77%
2 Industrials 11.32%
3 Healthcare 10.91%
4 Financials 8.98%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.04M 0.88%
+18,814
27
$3.97M 0.87%
+79,096
28
$3.96M 0.86%
+20,330
29
$3.85M 0.84%
+71,770
30
$3.81M 0.83%
+36,031
31
$3.53M 0.77%
+26,098
32
$3.5M 0.76%
14,022
+14,019
33
$3.36M 0.73%
+62,001
34
$3.32M 0.72%
+40,147
35
$3.3M 0.72%
+9,776
36
$3.26M 0.71%
+69,875
37
$3.12M 0.68%
22,340
+8,160
38
$3.1M 0.68%
+35,891
39
$3.01M 0.66%
18,550
+18,494
40
$2.97M 0.65%
+16,190
41
$2.83M 0.62%
8,311
+8,259
42
$2.76M 0.6%
22,174
+20,839
43
$2.74M 0.6%
+21,077
44
$2.73M 0.6%
49,164
+49,027
45
$2.71M 0.59%
+21,601
46
$2.7M 0.59%
45,470
+45,393
47
$2.7M 0.59%
99,060
+79,060
48
$2.66M 0.58%
5,220
+3,618
49
$2.65M 0.58%
+62,601
50
$2.58M 0.56%
5,691
+3,843
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2
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