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
$1.39B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$13.7M
3
+$13.5M
4
PG icon
Procter & Gamble
PG
+$12M
5
META icon
Meta Platforms (Facebook)
META
+$6.83M

Top Sells

1
+$17.9M
2
+$15.1M
3
+$12.3M
4
CAT icon
Caterpillar
CAT
+$11.3M
5
TRU icon
TransUnion
TRU
+$7.75M

Sector Composition

1 Financials 19.36%
2 Healthcare 17.18%
3 Technology 12.88%
4 Consumer Discretionary 12.57%
5 Industrials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$53K ﹤0.01%
722
-202
227
$53K ﹤0.01%
1,533
228
$52K ﹤0.01%
1,789
229
$52K ﹤0.01%
989
+216
230
$51K ﹤0.01%
2,255
231
$51K ﹤0.01%
888
+303
232
$51K ﹤0.01%
304
233
$49K ﹤0.01%
260
-38
234
$48K ﹤0.01%
1,220
-233
235
$47K ﹤0.01%
2,335
236
$47K ﹤0.01%
763
-219
237
$47K ﹤0.01%
1,319
238
$46K ﹤0.01%
1,611
239
$46K ﹤0.01%
1,610
240
$45K ﹤0.01%
4,540
241
$45K ﹤0.01%
282
+98
242
$45K ﹤0.01%
861
-270
243
$44K ﹤0.01%
+624
244
$44K ﹤0.01%
1,198
-17,321
245
$42K ﹤0.01%
1,711
246
$42K ﹤0.01%
1,372
247
$41K ﹤0.01%
3,001
248
$40K ﹤0.01%
1,819
249
$40K ﹤0.01%
659
250
$40K ﹤0.01%
359
8 9
10
11 12