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
51
$2.25M 0.53%
33,557
+1,371
52
$2.17M 0.51%
40,682
-197
53
$2.13M 0.5%
35,921
+2,813
54
$2.04M 0.48%
51,985
+3,051
55
$2.04M 0.48%
5,217
+237
56
$2.02M 0.47%
17,597
+3
57
$2.01M 0.47%
15,060
-80
58
$2.01M 0.47%
13,700
+652
59
$1.99M 0.47%
17,067
+2,639
60
$1.97M 0.46%
14,101
-156
61
$1.97M 0.46%
26,168
+257
62
$1.91M 0.45%
12,866
-50
63
$1.91M 0.45%
91,940
-4,260
64
$1.89M 0.44%
24,035
+1,040
65
$1.82M 0.43%
120,857
-1,500
66
$1.8M 0.42%
16,682
+462
67
$1.8M 0.42%
14,527
-177
68
$1.78M 0.42%
13,440
-2,027
69
$1.73M 0.41%
11,573
-450
70
$1.72M 0.4%
50,694
+11
71
$1.69M 0.4%
82,628
-8,633
72
$1.67M 0.39%
30,964
+3,327
73
$1.67M 0.39%
5,084
+118
74
$1.67M 0.39%
7,203
-110
75
$1.66M 0.39%
45,345
+16,549
1 2
3
4 5