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
$2.44B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$22.9M
3
+$21M
4
KKR icon
KKR & Co
KKR
+$19.9M
5
TSM icon
TSMC
TSM
+$19.6M

Top Sells

1
+$39.1M
2
+$30.3M
3
+$25.8M
4
HIMX
Himax Technologies
HIMX
+$20.4M
5
JPM icon
JPMorgan Chase
JPM
+$17.9M

Sector Composition

1 Consumer Discretionary 16.25%
2 Financials 14.98%
3 Technology 12.96%
4 Industrials 12.64%
5 Healthcare 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$315K 0.01%
14,284
+5,872
277
$315K 0.01%
18,970
-78,095
278
$315K 0.01%
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279
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280
$308K 0.01%
6,037
-4,703
281
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17,330
-13,500
282
$286K 0.01%
5,992
-437
283
$282K 0.01%
18,871
-2,350
284
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9,290
-7,240
285
$279K 0.01%
65,460
-20,982
286
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15,030
-11,710
287
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25,435
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288
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7,230
-5,630
289
$261K 0.01%
7,361
-20,326
290
$246K 0.01%
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291
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292
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18,550
-14,440
293
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10,660
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294
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8,210
-6,400
295
$230K 0.01%
14,610
-11,370
296
$208K 0.01%
388
-27
297
$195K 0.01%
3,690
-238
298
$187K 0.01%
22,095
-2,561
299
$185K 0.01%
2,790
-180
300
$185K 0.01%
784
-8,031
10 11
12
13 14