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
301
$183K 0.01%
+3,060
302
$183K 0.01%
2,112
-140
303
$183K 0.01%
1,250
-80
304
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305
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1,018
-2,100
306
$172K 0.01%
2,381
-24,446
307
$170K 0.01%
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308
$168K 0.01%
3,771
-38,637
309
$165K 0.01%
1,378
-157
310
$163K 0.01%
+5,231
311
$157K 0.01%
2,860
-2,226
312
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313
$143K 0.01%
23,996
-253,623
314
$140K 0.01%
2,158
-22,134
315
$136K 0.01%
+12,950
316
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2,521
-25,847
317
$128K 0.01%
9,315
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318
$127K 0.01%
2,193
-22,540
319
$126K 0.01%
1,999
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320
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2,005
-1,560
321
$119K ﹤0.01%
+1,273
322
$115K ﹤0.01%
2,790
-2,180
323
$114K ﹤0.01%
+8,759
324
$110K ﹤0.01%
+1,358
325
$107K ﹤0.01%
1,700
-1,330
11 12
13
14 15