MP

McDonald Partners Portfolio holdings

AUM $335M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$670K
3
+$607K
4
SJM icon
J.M. Smucker
SJM
+$575K
5
PFE icon
Pfizer
PFE
+$498K

Top Sells

1
+$1.53M
2
+$661K
3
+$522K
4
JPM icon
JPMorgan Chase
JPM
+$460K
5
HY icon
Hyster-Yale Materials Handling
HY
+$452K

Sector Composition

1 Technology 21.99%
2 Industrials 16.68%
3 Financials 11.27%
4 Healthcare 9.94%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.54%
22,906
+85
52
$1.92M 0.53%
5,001
-76
53
$1.89M 0.52%
7,417
+24
54
$1.88M 0.52%
67,758
+17,939
55
$1.84M 0.51%
30,658
+4
56
$1.84M 0.51%
25,153
-1,299
57
$1.83M 0.5%
113,990
+30,700
58
$1.81M 0.5%
24,762
-5,064
59
$1.78M 0.49%
30,850
60
$1.75M 0.48%
6,375
-50
61
$1.74M 0.48%
15,344
+46
62
$1.74M 0.48%
10,285
-75
63
$1.72M 0.47%
6,803
64
$1.72M 0.47%
33,370
-278
65
$1.67M 0.46%
10,298
-46
66
$1.66M 0.46%
2,266
+32
67
$1.65M 0.45%
3,706
-128
68
$1.61M 0.44%
5,704
+17
69
$1.57M 0.43%
3,387
-10
70
$1.54M 0.42%
3,692
+376
71
$1.53M 0.42%
8,456
-25
72
$1.51M 0.42%
13,331
-254
73
$1.5M 0.41%
7,567
+54
74
$1.49M 0.41%
5,466
+16
75
$1.48M 0.41%
5,966
+63
1 2
3
4 5