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
$458M
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.6M
3
+$10M
4
CVX icon
Chevron
CVX
+$7.78M
5
JPM icon
JPMorgan Chase
JPM
+$7.45M

Top Sells

1
+$6.38M
2
+$5.59M
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

Sector Composition

1 Technology 18.77%
2 Industrials 11.32%
3 Healthcare 10.91%
4 Financials 8.98%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.75M 0.38%
+5,834
77
$1.7M 0.37%
23,305
+21,908
78
$1.69M 0.37%
+14,243
79
$1.63M 0.36%
+73,151
80
$1.62M 0.35%
10,615
+10,518
81
$1.61M 0.35%
5,908
+5,906
82
$1.61M 0.35%
6,411
+6,368
83
$1.59M 0.35%
+7,878
84
$1.58M 0.34%
+6,089
85
$1.56M 0.34%
+17,912
86
$1.54M 0.34%
5,184
+5,182
87
$1.54M 0.34%
+4,668
88
$1.53M 0.33%
24,614
+24,587
89
$1.52M 0.33%
+112,114
90
$1.52M 0.33%
+6,675
91
$1.51M 0.33%
90,848
+90,596
92
$1.48M 0.32%
+29,901
93
$1.46M 0.32%
+9,332
94
$1.46M 0.32%
4,559
+4,557
95
$1.44M 0.31%
+1,889
96
$1.42M 0.31%
+22,097
97
$1.42M 0.31%
+2,462
98
$1.41M 0.31%
3,885
+1,773
99
$1.4M 0.31%
+8,858
100
$1.4M 0.31%
+14,284
2 3
4
5 6