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
$1.23B
AUM Growth
-$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$16.5M
3
+$14.9M
4
PG icon
Procter & Gamble
PG
+$13.1M
5
CVS icon
CVS Health
CVS
+$12.3M

Top Sells

1
+$19.2M
2
+$18.8M
3
+$17.2M
4
BAP icon
Credicorp
BAP
+$16.2M
5
WPX
WPX Energy, Inc.
WPX
+$15M

Sector Composition

1 Financials 21%
2 Healthcare 20.32%
3 Technology 12.67%
4 Industrials 11.71%
5 Consumer Discretionary 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$52K ﹤0.01%
982
-1,089
227
$52K ﹤0.01%
1,131
-1,268
228
$52K ﹤0.01%
924
-1,234
229
$51K ﹤0.01%
+409
230
$51K ﹤0.01%
1,453
-2,400
231
$51K ﹤0.01%
1,589
-1,807
232
$49K ﹤0.01%
989
-1,117
233
$47K ﹤0.01%
1,789
-2,020
234
$47K ﹤0.01%
2,416
-2,740
235
$46K ﹤0.01%
298
-961
236
$46K ﹤0.01%
2,233
-641
237
$46K ﹤0.01%
1,479
-1,151
238
$46K ﹤0.01%
2,335
-2,609
239
$46K ﹤0.01%
1,319
-1,485
240
$46K ﹤0.01%
495
-554
241
$43K ﹤0.01%
331
-50
242
$43K ﹤0.01%
433
-147,828
243
$42K ﹤0.01%
2,255
-2,462
244
$41K ﹤0.01%
+401
245
$41K ﹤0.01%
3,500
-3,921
246
$41K ﹤0.01%
1,372
-1,638
247
$40K ﹤0.01%
1,611
-3,237
248
$40K ﹤0.01%
1,610
-1,820
249
$39K ﹤0.01%
1,533
-1,708
250
$38K ﹤0.01%
1,711
-1,918
8 9
10
11 12