MP

McDonald Partners Portfolio holdings

AUM $335M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$670K
3
+$607K
4
SJM icon
J.M. Smucker
SJM
+$575K
5
PFE icon
Pfizer
PFE
+$498K

Top Sells

1
+$1.53M
2
+$661K
3
+$522K
4
JPM icon
JPMorgan Chase
JPM
+$460K
5
HY icon
Hyster-Yale Materials Handling
HY
+$452K

Sector Composition

1 Technology 21.99%
2 Industrials 16.68%
3 Financials 11.27%
4 Healthcare 9.94%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.44M 0.39%
9,510
-200
77
$1.43M 0.39%
7,235
+129
78
$1.42M 0.39%
30,280
+12,905
79
$1.42M 0.39%
5,022
+14
80
$1.34M 0.37%
8,322
+1,732
81
$1.33M 0.36%
95,090
+15,172
82
$1.28M 0.35%
64,151
83
$1.27M 0.35%
4,740
-11
84
$1.27M 0.35%
19,433
-225
85
$1.25M 0.34%
4,829
+15
86
$1.24M 0.34%
1,486
-4
87
$1.21M 0.33%
37,817
+2,359
88
$1.21M 0.33%
14,500
-29
89
$1.21M 0.33%
3,397
90
$1.2M 0.33%
52,797
-100
91
$1.18M 0.32%
18,629
+3,930
92
$1.14M 0.31%
2,503
+269
93
$1.09M 0.3%
16,125
-200
94
$1.06M 0.29%
20,971
-200
95
$1.06M 0.29%
24,280
-210
96
$1.06M 0.29%
4,240
+7
97
$1.05M 0.29%
4,316
+197
98
$1.04M 0.29%
8,192
99
$1.04M 0.29%
11,078
-24
100
$989K 0.27%
14,972
+3,023
2 3
4
5 6