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
$426M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.21M
3
+$771K
4
CVX icon
Chevron
CVX
+$697K
5
LVS icon
Las Vegas Sands
LVS
+$606K

Top Sells

1
+$349K
2
+$306K
3
+$296K
4
IBM icon
IBM
IBM
+$269K
5
BIIB icon
Biogen
BIIB
+$245K

Sector Composition

1 Technology 18.38%
2 Industrials 11.85%
3 Healthcare 10.57%
4 Financials 8.47%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.66M 0.39%
42,009
+6,220
77
$1.61M 0.38%
4,666
+392
78
$1.6M 0.38%
39,874
+19,230
79
$1.59M 0.37%
19,035
+785
80
$1.58M 0.37%
5,209
81
$1.56M 0.37%
13,222
+266
82
$1.55M 0.36%
6,443
-597
83
$1.53M 0.36%
7,566
+405
84
$1.52M 0.36%
5,724
+176
85
$1.43M 0.34%
14,678
-1,218
86
$1.41M 0.33%
5,857
+259
87
$1.4M 0.33%
10,187
-135
88
$1.34M 0.32%
25,597
-1,434
89
$1.32M 0.31%
18,757
-720
90
$1.32M 0.31%
10,202
-100
91
$1.31M 0.31%
6,577
-516
92
$1.31M 0.31%
3,666
-63
93
$1.3M 0.31%
1,555
+218
94
$1.28M 0.3%
8,651
+1,770
95
$1.28M 0.3%
3,759
+410
96
$1.25M 0.29%
8,625
+61
97
$1.25M 0.29%
13,286
+1,530
98
$1.24M 0.29%
26,625
+1,632
99
$1.23M 0.29%
3,261
-324
100
$1.22M 0.29%
61,408
+5,585
2 3
4
5 6