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
151
$816K 0.18%
+11,118
152
$812K 0.18%
+17,262
153
$802K 0.18%
+5,879
154
$797K 0.17%
6,594
+2,498
155
$788K 0.17%
9,456
+9,211
156
$777K 0.17%
+21,328
157
$772K 0.17%
+8,483
158
$770K 0.17%
+29,545
159
$755K 0.16%
+2,648
160
$747K 0.16%
+9,550
161
$735K 0.16%
+3,068
162
$731K 0.16%
+8,289
163
$731K 0.16%
+21,363
164
$719K 0.16%
+4,769
165
$704K 0.15%
+50,694
166
$679K 0.15%
+17,320
167
$677K 0.15%
+16,210
168
$666K 0.15%
+6,327
169
$665K 0.15%
+12,991
170
$654K 0.14%
9,871
+7,446
171
$651K 0.14%
+2,362
172
$650K 0.14%
+38,175
173
$642K 0.14%
3,162
+3,150
174
$640K 0.14%
+33,659
175
$633K 0.14%
+25,400
5 6
7
8 9