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
$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
State Street 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
176
$618K 0.13%
+9,842
177
$613K 0.13%
+15,000
178
$607K 0.13%
+8,007
179
$606K 0.13%
+6,740
180
$603K 0.13%
+26,935
181
$591K 0.13%
15,770
+15,740
182
$589K 0.13%
+15,383
183
$587K 0.13%
+3,065
184
$574K 0.13%
+3,111
185
$571K 0.12%
+5,764
186
$570K 0.12%
+5,711
187
$562K 0.12%
+3,194
188
$557K 0.12%
2,191
-8,752
189
$549K 0.12%
5,458
+5,386
190
$529K 0.12%
+69,180
191
$527K 0.12%
2,796
+2,789
192
$520K 0.11%
+9,449
193
$507K 0.11%
+15,271
194
$507K 0.11%
3,058
+3,046
195
$504K 0.11%
+5,548
196
$503K 0.11%
2,365
+2,099
197
$502K 0.11%
+2,343
198
$501K 0.11%
15,480
-1,391
199
$496K 0.11%
1,785
+1,633
200
$494K 0.11%
+5,900
6 7
8
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