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
101
$68.7K 0.06%
+1,081
102
$67.6K 0.06%
+2,188
103
$67K 0.06%
1,614
-7,525
104
$64.3K 0.06%
759
-1,617
105
$60K 0.06%
266
-2,391
106
$59.5K 0.06%
796
-73,849
107
$56.9K 0.05%
+650
108
$50K 0.05%
+1,944
109
$49.4K 0.05%
+1,000
110
$49K 0.05%
+528
111
$46.9K 0.04%
1,049
-8,137
112
$46.5K 0.04%
152
-1,526
113
$43.7K 0.04%
260
-7,458
114
$42.7K 0.04%
368
-10,993
115
$42.5K 0.04%
+964
116
$41.2K 0.04%
+230
117
$39.8K 0.04%
+136
118
$38.5K 0.04%
+443
119
$36.7K 0.03%
+737
120
$35.2K 0.03%
+719
121
$35.1K 0.03%
+823
122
$35K 0.03%
+878
123
$34.1K 0.03%
+475
124
$34K 0.03%
+230
125
$33.2K 0.03%
+49
3 4
5
6 7