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
$364M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$670K
3
+$607K
4
SJM icon
J.M. Smucker
SJM
+$575K
5
PFE icon
Pfizer
PFE
+$498K

Top Sells

1
+$1.53M
2
+$661K
3
+$522K
4
JPM icon
JPMorgan Chase
JPM
+$460K
5
HY icon
Hyster-Yale Materials Handling
HY
+$452K

Sector Composition

1 Technology 21.99%
2 Industrials 16.68%
3 Financials 11.27%
4 Healthcare 9.94%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.62M 1%
10,444
-72
27
$3.54M 0.97%
67,695
-1,345
28
$3.52M 0.97%
26,580
+230
29
$3.45M 0.95%
18,071
-3,459
30
$3.23M 0.89%
12,790
-71
31
$3.2M 0.88%
35,380
-4,270
32
$3.13M 0.86%
17,908
-769
33
$3.12M 0.86%
17,913
+35
34
$3.06M 0.84%
20,599
-964
35
$2.93M 0.81%
58,708
-1,002
36
$2.84M 0.78%
5,859
-29
37
$2.77M 0.76%
66,022
+5,452
38
$2.63M 0.72%
5,525
-10
39
$2.6M 0.72%
50,333
+10
40
$2.56M 0.7%
39,904
-7,038
41
$2.35M 0.65%
18,481
-1,208
42
$2.34M 0.64%
4,721
+59
43
$2.31M 0.64%
51,693
-11,673
44
$2.2M 0.6%
17,975
+88
45
$2.12M 0.58%
33,200
+1,780
46
$2.11M 0.58%
15,972
-812
47
$2.1M 0.58%
55,251
-1,604
48
$2.03M 0.56%
15,746
-196
49
$2.03M 0.56%
1,996
50
$2.03M 0.56%
10,066
-98
1
2
3 4 5