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
$293M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$769K
3
+$710K
4
AVGO icon
Broadcom
AVGO
+$702K
5
BAC icon
Bank of America
BAC
+$678K

Top Sells

1
+$1.6M
2
+$1.05M
3
+$768K
4
CVX icon
Chevron
CVX
+$542K
5
XOM icon
Exxon Mobil
XOM
+$529K

Sector Composition

1 Technology 19.92%
2 Industrials 14.36%
3 Healthcare 13.77%
4 Financials 10.61%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.91M 1%
10,923
+145
27
$2.84M 0.97%
30,450
-277
28
$2.76M 0.94%
16,682
+345
29
$2.71M 0.93%
16,763
-649
30
$2.68M 0.92%
30,873
-1,483
31
$2.61M 0.89%
32,000
32
$2.57M 0.88%
18,262
-142
33
$2.52M 0.86%
52,392
-1,814
34
$2.51M 0.86%
10,569
+111
35
$2.31M 0.79%
4,365
-37
36
$2.22M 0.76%
33,803
-188
37
$2.19M 0.75%
24,667
+7,376
38
$2.13M 0.73%
25,465
+97
39
$2.05M 0.7%
13,519
+957
40
$2.04M 0.7%
45,272
+1,421
41
$2.03M 0.69%
18,317
-279
42
$1.93M 0.66%
12,986
+100
43
$1.89M 0.65%
48,005
+5,224
44
$1.75M 0.6%
40,022
-1,849
45
$1.74M 0.6%
15,774
-4,028
46
$1.73M 0.59%
5,159
-25
47
$1.72M 0.59%
14,581
-1,714
48
$1.67M 0.57%
23,153
+90
49
$1.66M 0.57%
20,171
+25
50
$1.65M 0.56%
29,510
+12,550
1
2
3 4 5