MCM
McKinley Capital Management Portfolio holdings
AUM
$571M
1-Year Return
36.44%
This Quarter Return
+16.93%
1 Year Return
+36.44%
3 Year Return
+63.31%
5 Year Return
+224.77%
10 Year Return
+727.77%
AUM
$1.39B
AUM Growth
+$154M
(+12%)
Cap. Flow
-$30.5M
Cap. Flow
% of AUM
-2.2%
Top 10 Holdings %
Top 10 Hldgs %
28.49%
Holding
303
New
18
Increased
66
Reduced
122
Closed
29
Top Buys
| 1 |
Agnico Eagle Mines
AEM
|
+$17.5M |
| 2 |
Hilton Worldwide
HLT
|
+$13.7M |
| 3 |
CenterPoint Energy
CNP
|
+$13.5M |
| 4 |
Procter & Gamble
PG
|
+$12M |
| 5 |
Meta Platforms (Facebook)
META
|
+$6.83M |
Top Sells
| 1 |
Teva Pharmaceuticals
TEVA
|
+$17.9M |
| 2 |
Aptiv
APTV
|
+$15.1M |
| 3 |
CVS Health
CVS
|
+$12.3M |
| 4 |
Caterpillar
CAT
|
+$11.3M |
| 5 |
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% |
