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
251
$39K ﹤0.01%
1,102
252
$35K ﹤0.01%
1,728
253
$34K ﹤0.01%
1,250
-10,136
254
$33K ﹤0.01%
+543
255
$33K ﹤0.01%
551
256
$33K ﹤0.01%
886
257
$32K ﹤0.01%
2,509
258
$31K ﹤0.01%
3,836
259
$31K ﹤0.01%
3,698
260
$29K ﹤0.01%
4,816
261
$29K ﹤0.01%
1,268
262
$27K ﹤0.01%
840
263
$27K ﹤0.01%
1,046
+544
264
$26K ﹤0.01%
171
-160
265
$25K ﹤0.01%
1,313
266
$24K ﹤0.01%
2,543
267
$23K ﹤0.01%
1,706
268
$23K ﹤0.01%
1,865
269
$23K ﹤0.01%
1,323
270
$21K ﹤0.01%
425
271
$20K ﹤0.01%
102
-118
272
$20K ﹤0.01%
1,226
273
$16K ﹤0.01%
197
-118
274
$10K ﹤0.01%
383
-47,169
275
– –
-11,399
9 10
11
12 13