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
$400M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$895K
2
+$725K
3
+$717K
4
CRWD icon
CrowdStrike
CRWD
+$581K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$571K

Top Sells

1
+$1.2M
2
+$708K
3
+$667K
4
AVGO icon
Broadcom
AVGO
+$541K
5
ARKK icon
ARK Innovation ETF
ARKK
+$529K

Sector Composition

1 Technology 22.86%
2 Industrials 16.75%
3 Financials 11.37%
4 Healthcare 9.49%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$841K 0.21%
12,358
+137
127
$839K 0.21%
17,808
+135
128
$833K 0.21%
5,438
129
$831K 0.21%
47,451
+2,252
130
$826K 0.21%
15,393
+5
131
$807K 0.2%
11,380
-100
132
$804K 0.2%
38,448
133
$787K 0.2%
8,182
+210
134
$780K 0.2%
3,743
-315
135
$775K 0.19%
17,423
+243
136
$761K 0.19%
2,713
+2,071
137
$744K 0.19%
14,600
138
$740K 0.19%
3,002
+184
139
$730K 0.18%
17,477
-1,796
140
$726K 0.18%
10,103
-130
141
$725K 0.18%
3,363
142
$717K 0.18%
3,569
143
$712K 0.18%
18,173
+1,105
144
$679K 0.17%
4,275
-350
145
$662K 0.17%
12,525
+73
146
$655K 0.16%
4,481
-156
147
$651K 0.16%
40,575
-484
148
$647K 0.16%
3,972
-375
149
$621K 0.16%
29,650
+45
150
$609K 0.15%
1,055
+142
4 5
6
7 8