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
$458M
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$19.6M
3
+$10M
4
CVX icon
Chevron
CVX
+$7.78M
5
JPM icon
JPMorgan Chase
JPM
+$7.45M

Top Sells

1
+$6.38M
2
+$5.59M
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

Sector Composition

1 Technology 18.77%
2 Industrials 11.32%
3 Healthcare 10.91%
4 Financials 8.98%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.01M 0.22%
13,087
+11,189
127
$997K 0.22%
+45,379
128
$993K 0.22%
+25,215
129
$957K 0.21%
+23,206
130
$941K 0.21%
8,602
+8,582
131
$939K 0.2%
+25,450
132
$936K 0.2%
13,122
+11,709
133
$935K 0.2%
+2,153
134
$928K 0.2%
+20,949
135
$926K 0.2%
+3,704
136
$909K 0.2%
+19,421
137
$908K 0.2%
+38,448
138
$899K 0.2%
61,484
+61,231
139
$897K 0.2%
4,368
+4,334
140
$891K 0.19%
+16,690
141
$882K 0.19%
+4,125
142
$870K 0.19%
+4,853
143
$866K 0.19%
+3,815
144
$860K 0.19%
+13,660
145
$857K 0.19%
+3,536
146
$854K 0.19%
+6,143
147
$835K 0.18%
+21,161
148
$825K 0.18%
+15,016
149
$819K 0.18%
+5,509
150
$818K 0.18%
11,207
+11,167
4 5
6
7 8