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
176
$581K 0.14%
5,764
+274
177
$560K 0.13%
15,000
178
$559K 0.13%
14,900
+2,392
179
$549K 0.13%
6,233
180
$547K 0.13%
12,265
+215
181
$546K 0.13%
7,228
+848
182
$545K 0.13%
5,576
+882
183
$541K 0.13%
1,994
+158
184
$536K 0.13%
2,009
185
$534K 0.13%
5,192
-1,055
186
$522K 0.12%
10,760
-6,100
187
$509K 0.12%
11,065
+381
188
$508K 0.12%
5,153
+2,445
189
$499K 0.12%
9,950
190
$494K 0.12%
5,548
+332
191
$494K 0.12%
2,546
+25
192
$493K 0.12%
3,048
+605
193
$488K 0.11%
9,272
+1,430
194
$477K 0.11%
8,289
195
$474K 0.11%
6,328
-360
196
$472K 0.11%
8,782
+370
197
$467K 0.11%
2,122
+226
198
$460K 0.11%
1,678
199
$451K 0.11%
8,709
+450
200
$450K 0.11%
3,244
+870
6 7
8
9 10