MCM
McDonough Capital Management Portfolio holdings
AUM
$199M
1-Year Est. Return
31.85%
1 Year Est. Return
+31.85%
AUM
$199M
AUM Growth
+$20.3M
(+11%)
Holding
54
Top Buys
| 1 | +$2.41M | |
| 2 | +$1.86M | |
| 3 | +$837K | |
| 4 |
Broadcom
AVGO
|
+$419K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$312K |
Top Sells
| 1 | +$10.7M | |
| 2 | +$245K | |
| 3 | +$211K | |
| 4 |
Adobe
ADBE
|
+$170K |
| 5 |
Tesla
TSLA
|
+$117K |
Sector Composition
| 1 | Technology | 32.37% |
| 2 | Consumer Discretionary | 21.66% |
| 3 | Financials | 13.55% |
| 4 | Communication Services | 13.27% |
| 5 | Industrials | 7.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Walmart Inc. Common Stock
WMT
$930B
| $204K | 0.1% |
+1,982
|
|
||
|
52
Adobe
ADBE
$149B
| $201K | 0.1% |
570
-483
|
|
||
53
CAVA Group
CAVA
$6.16B
| – | – |
-2,910
|
|
||
54
Sun Life Financial
SLF
$33.7B
| – | – |
-3,182
|
|