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
$2.33B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$27.3M
3
+$18.9M
4
SU icon
Suncor Energy
SU
+$17.6M
5
VTRS icon
Viatris
VTRS
+$16.4M

Top Sells

1
+$44.3M
2
+$27M
3
+$21.1M
4
PKG icon
Packaging Corp of America
PKG
+$20.4M
5
BALL icon
Ball Corp
BALL
+$19.5M

Sector Composition

1 Healthcare 17.88%
2 Consumer Discretionary 15.17%
3 Industrials 13.67%
4 Technology 13.15%
5 Financials 11.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$582K 0.02%
11,230
-121
252
$566K 0.02%
8,511
-624
253
$558K 0.02%
14,463
-1,115
254
$550K 0.02%
82,691
-6,230
255
$546K 0.02%
5,907
-48
256
$541K 0.02%
11,832
-894
257
$520K 0.02%
5,359
-1,760
258
$509K 0.02%
29,175
-2,186
259
$502K 0.02%
+36,187
260
$502K 0.02%
33,789
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261
$501K 0.02%
10,015
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262
$500K 0.02%
15,119
-1,207
263
$485K 0.02%
16,401
-1,171
264
$481K 0.02%
26,730
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265
$472K 0.02%
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26,586
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269
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270
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9,242
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271
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8,122
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272
$414K 0.02%
2,351
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273
$411K 0.02%
7,558
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274
$408K 0.02%
7,815
-568
275
$399K 0.02%
11,100
-620
9 10
11
12 13