MCM

McDonough Capital Management Portfolio holdings

AUM $178M
1-Year Est. Return 23.06%
This Quarter Est. Return
1 Year Est. Return
+23.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$464K
2
+$360K
3
+$319K
4
HD icon
Home Depot
HD
+$298K
5
AMZN icon
Amazon
AMZN
+$175K

Top Sells

1
+$361K
2
+$181K
3
+$81.6K
4
AWK icon
American Water Works
AWK
+$66.2K
5
JNJ icon
Johnson & Johnson
JNJ
+$50.6K

Sector Composition

1 Technology 24.34%
2 Consumer Discretionary 23.74%
3 Financials 15.33%
4 Communication Services 11.79%
5 Industrials 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21M 16.54%
116,177
+970
2
$12.6M 9.92%
73,302
+2,098
3
$11.6M 9.12%
75,900
+59
4
$10.7M 8.44%
25,425
+354
5
$6.85M 5.41%
16,293
+197
6
$6.56M 5.18%
23,505
+338
7
$5.58M 4.4%
11,578
+234
8
$5.26M 4.16%
13,725
+776
9
$4.98M 3.93%
55,150
+3,530
10
$4.96M 3.91%
23,248
+463
11
$4.25M 3.35%
54,912
-2,338
12
$3.73M 2.94%
64,245
-6,213
13
$3.17M 2.5%
18,031
+112
14
$3.08M 2.43%
6,782
+194
15
$2.59M 2.04%
5,128
-15
16
$2.55M 2.01%
3,480
+184
17
$1.95M 1.54%
4,025
18
$1.45M 1.14%
22,653
-156
19
$1.23M 0.97%
10,097
-542
20
$1.19M 0.94%
2,494
+64
21
$1.17M 0.92%
13,840
22
$1.03M 0.82%
7,026
+401
23
$845K 0.67%
1,615
+11
24
$773K 0.61%
1,273
-4
25
$757K 0.6%
1,706
+95
1
2