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
$400M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$895K
2
+$725K
3
+$717K
4
CRWD icon
CrowdStrike
CRWD
+$581K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$571K

Top Sells

1
+$1.2M
2
+$708K
3
+$667K
4
AVGO icon
Broadcom
AVGO
+$541K
5
ARKK icon
ARK Innovation ETF
ARKK
+$529K

Sector Composition

1 Technology 22.86%
2 Industrials 16.75%
3 Financials 11.37%
4 Healthcare 9.49%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 0.54%
15,935
+59
52
$2.14M 0.54%
18,872
+2,807
53
$2.12M 0.53%
2,043
+55
54
$2.12M 0.53%
5,234
+61
55
$2.06M 0.51%
51,843
-3,762
56
$2.02M 0.51%
24,411
-1,010
57
$2.02M 0.51%
7,459
-22
58
$2.02M 0.5%
2,273
-21
59
$1.97M 0.49%
25,335
+9,341
60
$1.95M 0.49%
18,533
-259
61
$1.94M 0.49%
3,975
+101
62
$1.88M 0.47%
10,843
+327
63
$1.86M 0.46%
8,059
+470
64
$1.83M 0.46%
30,750
-100
65
$1.83M 0.46%
3,692
-10
66
$1.8M 0.45%
15,825
+391
67
$1.8M 0.45%
3,075
+527
68
$1.79M 0.45%
18,613
+541
69
$1.79M 0.45%
5,873
+79
70
$1.72M 0.43%
10,117
-368
71
$1.68M 0.42%
3,529
+142
72
$1.65M 0.41%
6,300
-75
73
$1.64M 0.41%
6,342
-425
74
$1.6M 0.4%
9,724
+845
75
$1.59M 0.4%
2,717
-2,053
1 2
3
4 5