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
$293M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$769K
3
+$710K
4
AVGO icon
Broadcom
AVGO
+$702K
5
BAC icon
Bank of America
BAC
+$678K

Top Sells

1
+$1.6M
2
+$1.05M
3
+$768K
4
CVX icon
Chevron
CVX
+$542K
5
XOM icon
Exxon Mobil
XOM
+$529K

Sector Composition

1 Technology 19.92%
2 Industrials 14.36%
3 Healthcare 13.77%
4 Financials 10.61%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.56%
8,311
52
$1.6M 0.55%
14,581
+156
53
$1.55M 0.53%
46,863
+20,458
54
$1.54M 0.52%
28,200
+6,300
55
$1.53M 0.52%
6,006
+77
56
$1.52M 0.52%
12,971
+2,613
57
$1.49M 0.51%
29,419
+20,476
58
$1.49M 0.51%
7,475
-161
59
$1.48M 0.51%
6,994
+363
60
$1.46M 0.5%
30,924
+264
61
$1.46M 0.5%
4,623
-77
62
$1.45M 0.49%
99,010
-9,280
63
$1.43M 0.49%
17,045
-342
64
$1.38M 0.47%
11,882
-263
65
$1.38M 0.47%
4,010
+281
66
$1.37M 0.47%
13,691
-752
67
$1.37M 0.47%
5,921
-60
68
$1.36M 0.46%
64,151
69
$1.35M 0.46%
14,059
+52
70
$1.32M 0.45%
5,025
-2
71
$1.3M 0.44%
65,050
+38,550
72
$1.25M 0.43%
5,030
-123
73
$1.23M 0.42%
7,506
+96
74
$1.17M 0.4%
3,795
-106
75
$1.15M 0.39%
2,528
+103
1 2
3
4 5