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
176
$12.6K 0.01%
43
-5,681
177
$12.3K 0.01%
+7
178
$12.3K 0.01%
+171
179
$11.6K 0.01%
+49
180
$11.1K 0.01%
+9
181
$10.9K 0.01%
+381
182
$10.8K 0.01%
+33
183
$10.8K 0.01%
+950
184
$10.6K 0.01%
+52
185
$10.6K 0.01%
+330
186
$10.5K 0.01%
+27
187
$10.5K 0.01%
+72
188
$10.4K 0.01%
+193
189
$10.4K 0.01%
+100
190
$10.3K 0.01%
+79
191
$10.2K 0.01%
+148
192
$9.8K 0.01%
+124
193
$9.64K 0.01%
+30
194
$9.54K 0.01%
114
-4,593
195
$9.45K 0.01%
+70
196
$9.26K 0.01%
+30
197
$9.19K 0.01%
+654
198
$9.03K 0.01%
+21
199
$8.76K 0.01%
+11
200
$8.3K 0.01%
+72
6 7
8
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