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
$2.33B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$27.3M
3
+$18.9M
4
SU icon
Suncor Energy
SU
+$17.6M
5
VTRS icon
Viatris
VTRS
+$16.4M

Top Sells

1
+$44.3M
2
+$27M
3
+$21.1M
4
PKG icon
Packaging Corp of America
PKG
+$20.4M
5
BALL icon
Ball Corp
BALL
+$19.5M

Sector Composition

1 Healthcare 17.88%
2 Consumer Discretionary 15.17%
3 Industrials 13.67%
4 Technology 13.15%
5 Financials 11.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$317K 0.01%
9,225
-10,430
302
$316K 0.01%
10,409
-771
303
$310K 0.01%
+2,464
304
$303K 0.01%
2,484
-25
305
$303K 0.01%
27,318
-2,128
306
$292K 0.01%
9,758
-641
307
$290K 0.01%
+4,354
308
$286K 0.01%
5,561
-54
309
$285K 0.01%
4,180
-230
310
$284K 0.01%
5,316
-400
311
$250K 0.01%
3,450
-27
312
$237K 0.01%
20,512
-1,390
313
$237K 0.01%
3,551
-269,724
314
$224K 0.01%
38,114
-2,614
315
$211K 0.01%
4,105
-32
316
$209K 0.01%
+20,136
317
$194K 0.01%
2,777
-24
318
$188K 0.01%
21,097
-998
319
$163K 0.01%
1,217
-161
320
$161K 0.01%
+3,485
321
$151K 0.01%
11,330
-780
322
$129K 0.01%
+4,723
323
$72K ﹤0.01%
15,959
324
$39K ﹤0.01%
253
+25
325
$22K ﹤0.01%
170
+90
11 12
13
14 15