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
$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 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$744K 0.17%
1,892
+241
152
$738K 0.17%
2,588
153
$718K 0.17%
6,388
-598
154
$717K 0.17%
11,126
155
$716K 0.17%
10,416
+524
156
$713K 0.17%
9,528
+8
157
$712K 0.17%
16,418
-488
158
$706K 0.17%
3,229
+397
159
$676K 0.16%
3,705
160
$670K 0.16%
3,861
+303
161
$652K 0.15%
2,763
-58
162
$649K 0.15%
10,965
+699
163
$634K 0.15%
2,648
164
$624K 0.15%
15,998
+1,808
165
$610K 0.14%
3,161
-5
166
$610K 0.14%
29,703
167
$605K 0.14%
7,396
+437
168
$602K 0.14%
7,300
169
$601K 0.14%
10,324
+1,645
170
$600K 0.14%
2,623
171
$599K 0.14%
23,600
+5,650
172
$599K 0.14%
3,061
+1
173
$596K 0.14%
58,224
+43,375
174
$595K 0.14%
29,501
+293
175
$581K 0.14%
2,657
+2
5 6
7
8 9