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
$2.44B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$22.9M
3
+$21M
4
KKR icon
KKR & Co
KKR
+$19.9M
5
TSM icon
TSMC
TSM
+$19.6M

Top Sells

1
+$39.1M
2
+$30.3M
3
+$25.8M
4
HIMX
Himax Technologies
HIMX
+$20.4M
5
JPM icon
JPMorgan Chase
JPM
+$17.9M

Sector Composition

1 Consumer Discretionary 16.25%
2 Financials 14.98%
3 Technology 12.96%
4 Industrials 12.64%
5 Healthcare 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$418K 0.02%
16,860
-1,100
252
$415K 0.02%
3,519
253
$399K 0.02%
+10,493
254
$396K 0.02%
8,313
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255
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2,116
-8,053
256
$394K 0.02%
29,937
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257
$391K 0.02%
13,540
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258
$389K 0.02%
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259
$382K 0.02%
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260
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17,000
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261
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262
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263
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264
$354K 0.01%
68,675
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265
$346K 0.01%
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266
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11,090
-8,640
268
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269
$330K 0.01%
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270
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271
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1,554
-117
272
$322K 0.01%
2,718
-199
273
$319K 0.01%
13,290
-10,350
274
$318K 0.01%
+9,695
275
$317K 0.01%
+6,732
9 10
11
12 13