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
$458M
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.6M
3
+$10M
4
CVX icon
Chevron
CVX
+$7.78M
5
JPM icon
JPMorgan Chase
JPM
+$7.45M

Top Sells

1
+$6.38M
2
+$5.59M
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

Sector Composition

1 Technology 18.77%
2 Industrials 11.32%
3 Healthcare 10.91%
4 Financials 8.98%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.47M 0.54%
+19,300
52
$2.47M 0.54%
48,501
+48,411
53
$2.44M 0.53%
45,962
+45,911
54
$2.3M 0.5%
+13,066
55
$2.28M 0.5%
+33,989
56
$2.25M 0.49%
5,091
+5,087
57
$2.22M 0.48%
+39,023
58
$2.19M 0.48%
+25,825
59
$2.16M 0.47%
14,119
+2,419
60
$2.13M 0.46%
25,943
+25,875
61
$2.12M 0.46%
+20,171
62
$2.09M 0.46%
+53,755
63
$2.09M 0.46%
11,298
+11,274
64
$2.08M 0.45%
14,920
+14,900
65
$2.03M 0.44%
63,150
+62,320
66
$1.96M 0.43%
8,805
+8,796
67
$1.94M 0.42%
+15,272
68
$1.94M 0.42%
+39,133
69
$1.86M 0.41%
+19,023
70
$1.86M 0.4%
+18,560
71
$1.82M 0.4%
10,942
+10,682
72
$1.8M 0.39%
16,776
+15,989
73
$1.77M 0.39%
+53,236
74
$1.75M 0.38%
14,073
+14,060
75
$1.75M 0.38%
+7,082
1 2
3
4 5