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
$108M
AUM Growth
-$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$5.78M
3
+$4.93M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$4.61M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$4.31M

Top Sells

1
+$20.9M
2
+$20.8M
3
+$8.44M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.85M
5
ETN icon
Eaton
ETN
+$7.47M

Sector Composition

1 Technology 3.26%
2 Consumer Staples 2.75%
3 Communication Services 1.94%
4 Financials 1.42%
5 Industrials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$146K 0.13%
+2,638
77
$139K 0.13%
+2,959
78
$138K 0.13%
+1,257
79
$135K 0.12%
283
-8,983
80
$133K 0.12%
2,378
-5,422
81
$133K 0.12%
+1,177
82
$131K 0.12%
+3,248
83
$128K 0.12%
+3,509
84
$116K 0.11%
+1,439
85
$114K 0.11%
2,296
-4,384
86
$113K 0.1%
+2,833
87
$111K 0.1%
+1,726
88
$111K 0.1%
1,413
-3,691
89
$109K 0.1%
+2,865
90
$103K 0.1%
1,397
-9,019
91
$89.8K 0.08%
787
-16,810
92
$86.1K 0.08%
+1,075
93
$80.8K 0.07%
+2,327
94
$80.4K 0.07%
+748
95
$79.5K 0.07%
+2,641
96
$79.2K 0.07%
+769
97
$77.7K 0.07%
+1,382
98
$72.4K 0.07%
+3,705
99
$72.2K 0.07%
+1,280
100
$70.3K 0.07%
+1,522
2 3
4
5 6