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
201
$8.26K 0.01%
+40
202
$8.2K 0.01%
137
-47,012
203
$8.15K 0.01%
+259
204
$7.97K 0.01%
+321
205
$7.9K 0.01%
12
-630
206
$7.89K 0.01%
+115
207
$7.74K 0.01%
23
-62,061
208
$7.69K 0.01%
+126
209
$7.58K 0.01%
56
-16,626
210
$7.57K 0.01%
+50
211
$7.56K 0.01%
34
-3,195
212
$7.52K 0.01%
+44
213
$7.49K 0.01%
+66
214
$7.42K 0.01%
+19
215
$7.41K 0.01%
32
-2,591
216
$7.4K 0.01%
+188
217
$7.12K 0.01%
+40
218
$7.04K 0.01%
60
-44,077
219
$7.03K 0.01%
30
-1,500
220
$7.01K 0.01%
+143
221
$6.79K 0.01%
+178
222
$6.74K 0.01%
58
-2,632
223
$6.59K 0.01%
+43
224
$6.49K 0.01%
+71
225
$6.33K 0.01%
+55
7 8
9
10 11