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
$400M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$895K
2
+$725K
3
+$717K
4
CRWD icon
CrowdStrike
CRWD
+$581K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$571K

Top Sells

1
+$1.2M
2
+$708K
3
+$667K
4
AVGO icon
Broadcom
AVGO
+$541K
5
ARKK icon
ARK Innovation ETF
ARKK
+$529K

Sector Composition

1 Technology 22.86%
2 Industrials 16.75%
3 Financials 11.37%
4 Healthcare 9.49%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$424K 0.11%
+30,000
177
$422K 0.11%
3,183
-143
178
$413K 0.1%
4,026
179
$400K 0.1%
23,874
+1,312
180
$393K 0.1%
2,830
-4
181
$392K 0.1%
31,900
-4,400
182
$386K 0.1%
8,798
-802
183
$377K 0.09%
1,965
-250
184
$377K 0.09%
7,289
-200
185
$364K 0.09%
1,915
186
$362K 0.09%
1,755
-200
187
$355K 0.09%
+50,000
188
$349K 0.09%
7,345
+1,431
189
$346K 0.09%
4,156
190
$345K 0.09%
2,100
191
$330K 0.08%
625
+1
192
$328K 0.08%
12,008
+8
193
$328K 0.08%
3,151
-171
194
$324K 0.08%
5,176
-173
195
$319K 0.08%
+4,560
196
$319K 0.08%
4,167
-1,466
197
$317K 0.08%
6,280
-672
198
$316K 0.08%
500
199
$311K 0.08%
9,911
-5,175
200
$307K 0.08%
784
+1
6 7
8
9 10