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MCM

McDonough Capital Management Portfolio holdings

AUM $183M
1-Year Est. Return 25.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$533K
2 +$490K
3 +$423K
4
CAT icon
Caterpillar
CAT
+$215K
5
SLF icon
Sun Life Financial
SLF
+$205K

Top Sells

1 +$1.43M
2 +$1.42M
3 +$972K
4
V icon
Visa
V
+$558K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$556K

Sector Composition

1 Technology 31.47%
2 Consumer Discretionary 20.17%
3 Communication Services 14.76%
4 Financials 12.63%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AWK icon
51
American Water Works
AWK
$24.8B
-4,017
IBM icon
52
IBM
IBM
$253B
-793
MCD icon
53
McDonald's
MCD
$203B
-836