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
151
$20.1K 0.02%
+774
152
$20.1K 0.02%
+50
153
$19.4K 0.02%
52
-8,215
154
$19.1K 0.02%
+129
155
$18.9K 0.02%
+91
156
$18.5K 0.02%
+144
157
$18.5K 0.02%
+29
158
$18.1K 0.02%
+486
159
$18.1K 0.02%
830
-60,578
160
$17.7K 0.02%
97
-10,105
161
$17.3K 0.02%
+159
162
$17.1K 0.02%
+206
163
$16.7K 0.02%
+319
164
$16.5K 0.02%
+27
165
$15.8K 0.01%
+181
166
$15.8K 0.01%
+198
167
$15.1K 0.01%
+43
168
$14.7K 0.01%
+108
169
$14.7K 0.01%
+250
170
$14.6K 0.01%
+74
171
$14.6K 0.01%
+361
172
$14.1K 0.01%
+60
173
$13.9K 0.01%
+193
174
$13.9K 0.01%
155
-3,519
175
$13K 0.01%
+57
5 6
7
8 9