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
$2.55B
AUM Growth
+$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$24.7M
3
+$23.3M
4
HBI
Hanesbrands
HBI
+$13.8M
5
APTV icon
Aptiv
APTV
+$12.5M

Top Sells

1
+$41.1M
2
+$28.1M
3
+$26.9M
4
GEN icon
Gen Digital
GEN
+$25.6M
5
MDLZ icon
Mondelez International
MDLZ
+$18.5M

Sector Composition

1 Consumer Discretionary 18.29%
2 Financials 16.24%
3 Industrials 12.93%
4 Healthcare 12.79%
5 Technology 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$692K 0.03%
15,475
+1,685
277
$672K 0.03%
11,733
-134
278
$648K 0.03%
8,106
+405
279
$628K 0.02%
15,948
-82
280
$626K 0.02%
8,869
+507
281
$624K 0.02%
5,608
+1,359
282
$609K 0.02%
14,450
-1,870
283
$586K 0.02%
24,080
-3,120
284
$584K 0.02%
112,515
-1,145,947
285
$571K 0.02%
8,391
-129
286
$565K 0.02%
20,946
+9,366
287
$563K 0.02%
8,706
+173
288
$557K 0.02%
7,097
+1,024
289
$554K 0.02%
+7,903
290
$548K 0.02%
7,204
-7,477
291
$538K 0.02%
+6,269
292
$532K 0.02%
7,075
+110
293
$530K 0.02%
22,687
-2,303
294
$524K 0.02%
4,033
+2,506
295
$524K 0.02%
27,150
-3,520
296
$519K 0.02%
11,940
-1,545
297
$499K 0.02%
19,730
-2,560
298
$496K 0.02%
41,076
-600
299
$494K 0.02%
12,780
-1,600
300
$490K 0.02%
57,060
+13,935
10 11
12
13 14