MP
McDonald Partners Portfolio holdings
AUM
$416M
1-Year Return
17.5%
This Quarter Return
+7.34%
1 Year Return
+17.5%
3 Year Return
+71.26%
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
-$318M
(-75%)
Cap. Flow
-$340M
Cap. Flow
% of AUM
-315.36%
Top 10 Holdings %
Top 10 Hldgs %
40.82%
Holding
739
New
440
Increased
10
Reduced
96
Closed
193
Top Buys
Top Sells
| 1 |
Microsoft
MSFT
|
+$20.9M |
| 2 |
Apple
AAPL
|
+$20.8M |
| 3 |
JPMorgan Chase
JPM
|
+$8.44M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$7.85M |
| 5 |
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% |
