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
$2.07B
AUM Growth
-$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$32M
3
+$30.5M
4
ZBH icon
Zimmer Biomet
ZBH
+$28.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$28M

Top Sells

1
+$32.7M
2
+$28.8M
3
+$26.7M
4
AGN
Allergan plc
AGN
+$20.8M
5
KDP icon
Keurig Dr Pepper
KDP
+$20.5M

Sector Composition

1 Healthcare 17.82%
2 Consumer Discretionary 12.88%
3 Technology 12.18%
4 Communication Services 11.88%
5 Industrials 11.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$629K 0.03%
+5,920
252
$598K 0.03%
27,113
-1,569
253
$596K 0.03%
13,500
254
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4,250
-235
255
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256
$551K 0.03%
22,441
-1,268
257
$547K 0.03%
8,386
-326
258
$536K 0.03%
16,470
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259
$533K 0.03%
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260
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7,350
261
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262
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38,276
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263
$462K 0.02%
13,202
-662
264
$450K 0.02%
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265
$446K 0.02%
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266
$445K 0.02%
7,096
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19,869
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270
$423K 0.02%
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271
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14,263
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272
$414K 0.02%
5,469
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273
$412K 0.02%
27,185
-1,405
274
$392K 0.02%
9,857
+4,568
275
$386K 0.02%
22,822
-16,302
9 10
11
12 13