MP
McDonald Partners Portfolio holdings
AUM
$416M
This Quarter Return
+10.09%
1 Year Return
+17.5%
3 Year Return
+71.26%
5 Year Return
–
10 Year Return
–
AUM
$416M
AUM Growth
+$416M
(+8.4%)
Cap. Flow
+$5.41M
Cap. Flow
% of AUM
1.3%
Top 10 Holdings %
Top 10 Hldgs %
25.46%
Holding
255
New
15
Increased
92
Reduced
94
Closed
7
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.35M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.19M |
| 3 |
Home Depot
HD
|
$904K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$812K |
| 5 |
Broadcom
AVGO
|
$780K |
Top Sells
| 1 |
Apple
AAPL
|
$1.37M |
| 2 |
United Parcel Service
UPS
|
$567K |
| 3 |
Exxon Mobil
XOM
|
$457K |
| 4 |
AT&T
T
|
$399K |
| 5 |
Johnson Controls International
JCI
|
$398K |
Sector Composition
| 1 | Technology | 23.62% |
| 2 | Industrials | 16.76% |
| 3 | Financials | 12.71% |
| 4 | Healthcare | 7.77% |
| 5 | Consumer Discretionary | 6.77% |
