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
$1.57B
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$33.3M
3
+$26.4M
4
JWN
Nordstrom
JWN
+$17.2M
5
WPX
WPX Energy, Inc.
WPX
+$15M

Top Sells

1
+$39.3M
2
+$23.3M
3
+$23.3M
4
EGN
Energen
EGN
+$22M
5
STZ icon
Constellation Brands
STZ
+$19.9M

Sector Composition

1 Financials 20.86%
2 Healthcare 19.12%
3 Consumer Discretionary 16.89%
4 Technology 14.43%
5 Industrials 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$109K 0.01%
2,874
-230
252
$106K 0.01%
2,878
-222
253
$106K 0.01%
1,376
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254
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$102K 0.01%
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256
$101K 0.01%
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257
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8,032
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258
$99K 0.01%
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259
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260
$96K 0.01%
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$95K 0.01%
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264
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265
$90K 0.01%
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266
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270
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271
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767
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272
$71K ﹤0.01%
1,866
-146
273
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2,681
-215
274
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1,154
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275
$61K ﹤0.01%
1,756
-149
9 10
11
12 13