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
$364M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$670K
3
+$607K
4
SJM icon
J.M. Smucker
SJM
+$575K
5
PFE icon
Pfizer
PFE
+$498K

Top Sells

1
+$1.53M
2
+$661K
3
+$522K
4
JPM icon
JPMorgan Chase
JPM
+$460K
5
HY icon
Hyster-Yale Materials Handling
HY
+$452K

Sector Composition

1 Technology 21.99%
2 Industrials 16.68%
3 Financials 11.27%
4 Healthcare 9.94%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$595K 0.16%
33,827
+12,400
152
$592K 0.16%
11,813
153
$592K 0.16%
24,700
154
$583K 0.16%
4,625
-150
155
$580K 0.16%
6,725
-1,000
156
$568K 0.16%
50,900
157
$553K 0.15%
3,121
-202
158
$553K 0.15%
4,522
+848
159
$553K 0.15%
6,047
-380
160
$538K 0.15%
2,065
161
$538K 0.15%
7,431
+859
162
$534K 0.15%
12,688
+29
163
$523K 0.14%
5,556
-428
164
$515K 0.14%
2,015
165
$514K 0.14%
10,000
166
$511K 0.14%
70,827
+109
167
$495K 0.14%
3,419
-161
168
$491K 0.14%
2,483
169
$483K 0.13%
2,299
+102
170
$480K 0.13%
914
-170
171
$472K 0.13%
5,633
172
$470K 0.13%
20,275
173
$463K 0.13%
7,800
174
$462K 0.13%
+30,950
175
$461K 0.13%
30,000
5 6
7
8 9