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
126
$958K 0.22%
5,787
+392
127
$948K 0.22%
1,553
-80
128
$936K 0.22%
15,695
+8,810
129
$934K 0.22%
4,762
+19
130
$925K 0.22%
59,842
+7,623
131
$923K 0.22%
25,218
+1,800
132
$909K 0.21%
3,815
133
$907K 0.21%
20,488
+8,700
134
$870K 0.2%
14,079
-418
135
$867K 0.2%
15,497
+2,676
136
$860K 0.2%
17,264
137
$857K 0.2%
25,680
-4,600
138
$842K 0.2%
38,448
139
$837K 0.2%
4,050
-62
140
$827K 0.19%
3,562
+1
141
$818K 0.19%
3,195
+203
142
$815K 0.19%
9,456
143
$806K 0.19%
7,310
+2,589
144
$800K 0.19%
2,026
+45
145
$783K 0.18%
18,445
-271
146
$777K 0.18%
11,470
+996
147
$774K 0.18%
38,375
148
$772K 0.18%
12,059
-1,350
149
$767K 0.18%
6,412
+1,256
150
$763K 0.18%
19,660
+248
4 5
6
7 8