MCDONALD CAPITAL INVESTORS INC/CA Information

4 ORINDA WAY, ORINDA, California, 94563, (925) 258-5401

Report Date: 09/30/2014

Position Statistics

Total Positions 21
New Positions 2
Increased Positions 7
Decreased Positions 9
Positions with Activity 16
Sold Out Positions 0
Total Mkt Value (in $ millions) 894

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 4.56%
Conglomerates
Consumer Cyclical 16.35%
Consumer/Non-Cyclical 10.58%
Energy 0.02%
Financial 21.04%
Healthcare 6.17%
Services 25.21%
Technology 4.06%
Transportation 11.8%
Utilities 0.2%

9 DECREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NIKE INC CL B 146,212 -2,436 (1.64) 1,495,007
PAYCHEX INC COM 95,195 -51 (0.05) 2,010,457
ECOLAB INC COM 94,606 -1,735 (1.8) 831,698
PROGRESSIVE CORP OHIO COM 82,386 -313 (0.38) 3,024,447
EXPEDITORS INTL WASH INC COM 79,597 -126 (0.16) 1,761,378
BED BATH & BEYOND INC COM 67,787 -225 (0.33) 933,967
CARDINAL HEALTH INC COM 54,889 -313 (0.57) 673,485
MICROSOFT CORP COM 18,427 -12,995 (41.36) 385,905
NEKTAR THERAPEUTICS COM 289 -20 (6.49) 17,300


Latest News Headlines

View All
Create your free portfolio