MCM

McKinley Capital Management Portfolio holdings

AUM $571M
1-Year Est. Return 36.44%
This Quarter Est. Return
1 Year Est. Return
+36.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$33.3M
3
+$26.4M
4
JWN
Nordstrom
JWN
+$17.2M
5
WPX
WPX Energy, Inc.
WPX
+$15M

Top Sells

1
+$39.3M
2
+$23.3M
3
+$23.3M
4
EGN
Energen
EGN
+$22M
5
STZ icon
Constellation Brands
STZ
+$19.9M

Sector Composition

1 Financials 20.86%
2 Healthcare 19.12%
3 Consumer Discretionary 16.89%
4 Technology 14.43%
5 Industrials 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$146K 0.01%
1,825
-843
227
$146K 0.01%
3,396
-262
228
$144K 0.01%
10,204
-797
229
$144K 0.01%
3,254
-254
230
$144K 0.01%
4,848
-407
231
$142K 0.01%
910
-60
232
$141K 0.01%
4,944
+667
233
$140K 0.01%
11,580
-18,765
234
$136K 0.01%
1,090
-89
235
$136K 0.01%
2,630
-218
236
$136K 0.01%
+2,534
237
$133K 0.01%
3,809
+998
238
$131K 0.01%
4,538
+1,410
239
$131K 0.01%
1,823
+242
240
$128K 0.01%
2,106
-172
241
$124K 0.01%
850
-870
242
$121K 0.01%
9,545
-858
243
$119K 0.01%
3,241
-270
244
$118K 0.01%
2,340
-199
245
$117K 0.01%
6,364
-521
246
$116K 0.01%
3,010
+1,290
247
$116K 0.01%
1,049
-89
248
$115K 0.01%
1,980
-130
249
$115K 0.01%
7,421
-622
250
$114K 0.01%
2,431
-192
8 9
10
11 12