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
$108M
AUM Growth
-$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$5.78M
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

Top Sells

1
+$20.9M
2
+$20.8M
3
+$8.44M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.85M
5
ETN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$543K 0.5%
4,096
-3,152
52
$530K 0.49%
+2,100
53
$528K 0.49%
+6,032
54
$454K 0.42%
+3,800
55
$444K 0.41%
5,629
+1,416
56
$393K 0.36%
+2,900
57
$341K 0.32%
6,675
-1,858
58
$339K 0.31%
+6,719
59
$325K 0.3%
+2,945
60
$306K 0.28%
+5,775
61
$259K 0.24%
806
-2,862
62
$255K 0.24%
+4,831
63
$248K 0.23%
+3,615
64
$243K 0.23%
+4,126
65
$236K 0.22%
8,861
-1,945
66
$233K 0.22%
5,154
-21,168
67
$222K 0.21%
+4,766
68
$197K 0.18%
+9,183
69
$196K 0.18%
1,330
-1,244
70
$182K 0.17%
+4,609
71
$176K 0.16%
2,425
-9,634
72
$172K 0.16%
1,335
-19,854
73
$157K 0.15%
1,898
-10,892
74
$152K 0.14%
1,328
-33,899
75
$150K 0.14%
+567
1 2
3
4 5