MP

McDonald Partners Portfolio holdings

AUM $317M
1-Year Est. Return 22.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$12.9M
3
+$6.76M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.13M
5
JPM icon
JPMorgan Chase
JPM
+$5.69M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.99%
2 Industrials 11.64%
3 Healthcare 11.55%
4 Communication Services 8.54%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.4%
+51,030
77
$1.42M 0.4%
+34,372
78
$1.35M 0.38%
+12,366
79
$1.33M 0.37%
+15,140
80
$1.32M 0.37%
+5,412
81
$1.3M 0.37%
+15,740
82
$1.24M 0.35%
+7,038
83
$1.19M 0.34%
+3,793
84
$1.14M 0.32%
+19,144
85
$1.14M 0.32%
+4,278
86
$1.11M 0.31%
+4,207
87
$1.11M 0.31%
+13,019
88
$1.09M 0.31%
+5,921
89
$1.08M 0.3%
+9,219
90
$1.05M 0.3%
+4,690
91
$1.05M 0.3%
+7,438
92
$1.05M 0.3%
+15,472
93
$1.05M 0.3%
+21,831
94
$1.04M 0.29%
+22,945
95
$1.04M 0.29%
+3,953
96
$1.04M 0.29%
+6,460
97
$1.03M 0.29%
+5,319
98
$1.03M 0.29%
+7,476
99
$1.02M 0.29%
+46,620
100
$1.02M 0.29%
+5,060
2 3
4
5 6