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
201
$494K 0.11%
1,374
+1,371
202
$491K 0.11%
13,758
+13,751
203
$487K 0.11%
10,835
+10,804
204
$481K 0.1%
+16,067
205
$467K 0.1%
+12,597
206
$467K 0.1%
+9,390
207
$464K 0.1%
1,131
+1,084
208
$464K 0.1%
+5,933
209
$460K 0.1%
+4,684
210
$458K 0.1%
+25,536
211
$451K 0.1%
2,123
-3,577
212
$451K 0.1%
+3,443
213
$446K 0.1%
4,475
+4,435
214
$446K 0.1%
4,771
-23,375
215
$445K 0.1%
+3,418
216
$436K 0.1%
+2,323
217
$434K 0.09%
9,044
+2,369
218
$422K 0.09%
7,800
+5,422
219
$420K 0.09%
+1,610
220
$417K 0.09%
+14,179
221
$417K 0.09%
+7,750
222
$409K 0.09%
+5,388
223
$402K 0.09%
+47,473
224
$400K 0.09%
+7,498
225
$395K 0.09%
+6,134
7 8
9
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