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
176
$458K 0.13%
4,331
-85
177
$451K 0.12%
17,225
-325
178
$450K 0.12%
9,528
+72
179
$439K 0.12%
24,500
180
$438K 0.12%
+3,127
181
$435K 0.12%
21,051
182
$418K 0.11%
4,490
183
$409K 0.11%
7,536
+66
184
$402K 0.11%
26,176
-820
185
$394K 0.11%
+6,897
186
$384K 0.11%
6,604
-270
187
$374K 0.1%
16,250
188
$364K 0.1%
4,226
-50
189
$361K 0.1%
22,861
+924
190
$358K 0.1%
+22,000
191
$355K 0.1%
2,125
192
$345K 0.09%
1,926
193
$344K 0.09%
2,894
+125
194
$340K 0.09%
+4,156
195
$335K 0.09%
2,253
-100
196
$331K 0.09%
2,281
197
$330K 0.09%
3,323
-140
198
$319K 0.09%
1,955
-70
199
$316K 0.09%
9,584
-140
200
$311K 0.09%
5,350
-1,426
6 7
8
9 10