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
$400M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$895K
2
+$725K
3
+$717K
4
CRWD icon
CrowdStrike
CRWD
+$581K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$571K

Top Sells

1
+$1.2M
2
+$708K
3
+$667K
4
AVGO icon
Broadcom
AVGO
+$541K
5
ARKK icon
ARK Innovation ETF
ARKK
+$529K

Sector Composition

1 Technology 22.86%
2 Industrials 16.75%
3 Financials 11.37%
4 Healthcare 9.49%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.58M 0.4%
6,805
-322
77
$1.57M 0.39%
5,191
+126
78
$1.56M 0.39%
9,407
-104
79
$1.55M 0.39%
14,126
+533
80
$1.5M 0.38%
6,227
+197
81
$1.48M 0.37%
3,297
-100
82
$1.47M 0.37%
9,040
-876
83
$1.47M 0.37%
5,712
+275
84
$1.47M 0.37%
1,544
+28
85
$1.42M 0.36%
20,545
+914
86
$1.42M 0.36%
19,008
-600
87
$1.39M 0.35%
94,535
+6,695
88
$1.39M 0.35%
64,151
89
$1.38M 0.34%
62,662
+17,984
90
$1.36M 0.34%
4,576
+209
91
$1.35M 0.34%
5,167
+452
92
$1.35M 0.34%
27,387
-4,408
93
$1.35M 0.34%
7,278
-100
94
$1.34M 0.33%
21,369
+1,340
95
$1.32M 0.33%
14,500
96
$1.32M 0.33%
8,473
+2,422
97
$1.25M 0.31%
4,516
+197
98
$1.19M 0.3%
18,800
-1,030
99
$1.17M 0.29%
15,100
-1,025
100
$1.17M 0.29%
20,721
-300
2 3
4
5 6