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Carrie Wisniewski

@Mcdonald Partners Llc

Latest period2024 - Q3ReportedManaged Assets$399.756MTotal holdings239
Assets growth rate7.1%Assets growth rate (2-Q avg)4.88%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mcdonald Partners Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 239 positions.

Assets under management

The assets under management (AUM) of Mcdonald Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 399.756M in assets, with a quarterly growth rate of 7.1% and a 2-quarter average growth rate of 4.88%. The portfolio is managed by Carrie Wisniewski, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NDSNNordson Corp
Recent Activity
Decreased -1.17%
0.42%
$1.655M
6,300 shares@ $262.63 avg price
WDFCWd 40 Co
Recent Activity
Decreased -6.28%
0.41%
$1.635M
6,342 shares@ $257.89 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -43.03%
0.4%
$1.589M
2,717 shares@ $584.82 avg price
AMTAmerican Tower Corp New
Recent Activity
Decreased -4.51%
0.4%
$1.583M
6,805 shares@ $232.58 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.09%
0.4%
$1.56M
9,407 shares@ $165.86 avg price
MSIMotorola Solutions Inc
Recent Activity
Decreased -2.94%
0.38%
$1.483M
3,297 shares@ $449.7 avg price
MPCMarathon Pete Corp
Recent Activity
Decreased -8.83%
0.37%
$1.473M
9,040 shares@ $162.92 avg price
ROKURoku Inc
Recent Activity
Decreased -3.05%
0.36%
$1.419M
19,008 shares@ $74.66 avg price
BF.BBrown Forman Corp
Recent Activity
Decreased -13.86%
0.34%
$1.347M
27,387 shares@ $49.21 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Decreased -1.35%
0.34%
$1.345M
7,278 shares@ $184.87 avg price