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
201
$306K 0.08%
+2,902
202
$305K 0.08%
3,182
-408
203
$303K 0.08%
1,248
204
$298K 0.07%
713
205
$294K 0.07%
1,455
206
$276K 0.07%
10,600
207
$276K 0.07%
2,344
208
$275K 0.07%
18,700
-4,000
209
$273K 0.07%
27,212
-883
210
$265K 0.07%
689
+35
211
$264K 0.07%
7,935
212
$260K 0.07%
3,775
-225
213
$258K 0.06%
2,200
214
$258K 0.06%
510
+10
215
$254K 0.06%
922
216
$251K 0.06%
960
-221
217
$250K 0.06%
912
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218
$244K 0.06%
27,410
-2,700
219
$244K 0.06%
674
220
$242K 0.06%
5,638
-90
221
$227K 0.06%
+1,300
222
$227K 0.06%
800
-22
223
$225K 0.06%
+1,652
224
$217K 0.05%
+6,726
225
$210K 0.05%
+608
6 7 8
9
10