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
101
$1.21M 0.28%
+37,400
102
$1.21M 0.28%
7,718
-6
103
$1.21M 0.28%
4,119
-562
104
$1.2M 0.28%
26,322
+212
105
$1.18M 0.28%
10,683
+200
106
$1.18M 0.28%
12,394
-1,784
107
$1.17M 0.28%
5,284
-35
108
$1.17M 0.27%
5,547
+722
109
$1.16M 0.27%
11,361
+6
110
$1.15M 0.27%
15,588
+60
111
$1.13M 0.26%
21,620
+545
112
$1.09M 0.26%
12,790
+745
113
$1.09M 0.26%
2,420
-12
114
$1.06M 0.25%
3,668
-49
115
$1.05M 0.25%
8,378
+80
116
$1.04M 0.24%
6,196
+314
117
$1.03M 0.24%
5,518
-332
118
$1.02M 0.24%
9,304
119
$1M 0.24%
46,329
-1,317
120
$997K 0.23%
5,087
+1,586
121
$983K 0.23%
63,612
-10,479
122
$977K 0.23%
18,757
+2,080
123
$973K 0.23%
26,654
124
$964K 0.23%
7,248
-140
125
$958K 0.22%
46,849
-500
3 4
5
6 7