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
$162M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.57M
3
+$1.03M
4
MSFT icon
Microsoft
MSFT
+$575K
5
COST icon
Costco
COST
+$495K

Top Sells

1
+$1.47M
2
+$382K
3
+$272K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$203K
5
NEE icon
NextEra Energy
NEE
+$103K

Sector Composition

1 Technology 28.15%
2 Consumer Discretionary 25.09%
3 Financials 14.44%
4 Communication Services 11.93%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.1M 16.79%
123,751
+4,706
2
$19M 11.74%
75,801
+1,913
3
$15.2M 9.38%
79,652
+2,340
4
$11.7M 7.26%
27,836
+1,364
5
$11.6M 7.2%
86,736
+11,721
6
$7.93M 4.9%
17,492
+324
7
$7.88M 4.87%
24,918
+527
8
$6.98M 4.32%
17,288
+25
9
$6.56M 4.06%
12,456
+455
10
$5.83M 3.6%
14,976
+941
11
$5.36M 3.32%
26,569
+1,875
12
$4.11M 2.54%
4,485
+540
13
$3.74M 2.31%
7,687
+540
14
$3.07M 1.9%
39,342
-2,608
15
$2.55M 1.57%
43,754
-1,535
16
$2.48M 1.53%
4,233
-1
17
$1.8M 1.12%
+7,775
18
$1.64M 1.01%
3,493
+560
19
$1.53M 0.95%
21,339
-1,440
20
$1.41M 0.87%
13,840
21
$1.34M 0.83%
8,983
+639
22
$1.15M 0.71%
1,291
+12
23
$979K 0.61%
4,083
+893
24
$976K 0.6%
1,666
+15
25
$884K 0.55%
1,729
1
2