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
$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
State Street 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
126
$31.5K 0.03%
+53
127
$30.6K 0.03%
+281
128
$29.6K 0.03%
+510
129
$27.9K 0.03%
+74
130
$26.9K 0.02%
124
-934
131
$26.3K 0.02%
324
-2,890
132
$24.9K 0.02%
+660
133
$24.2K 0.02%
+309
134
$23.6K 0.02%
+104
135
$23.5K 0.02%
+216
136
$23.3K 0.02%
140
-21,120
137
$23.2K 0.02%
+332
138
$22.8K 0.02%
+484
139
$22.7K 0.02%
+575
140
$22.5K 0.02%
+48
141
$22.2K 0.02%
47
-575
142
$22K 0.02%
132
-8,493
143
$21.7K 0.02%
+128
144
$21.6K 0.02%
+60
145
$21.4K 0.02%
32
-7,836
146
$21K 0.02%
+104
147
$21K 0.02%
245
-9,211
148
$20.9K 0.02%
+1,319
149
$20.7K 0.02%
+160
150
$20.5K 0.02%
+57
4 5
6
7 8