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
$2.67B
AUM Growth
-$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$31.9M
3
+$24.9M
4
ALK icon
Alaska Air
ALK
+$24.7M
5
TRP icon
TC Energy
TRP
+$18.2M

Top Sells

1
+$45M
2
+$34.2M
3
+$28.9M
4
OTEX icon
Open Text
OTEX
+$24.6M
5
TD icon
Toronto Dominion Bank
TD
+$23.4M

Sector Composition

1 Consumer Discretionary 16.53%
2 Communication Services 15.32%
3 Technology 13.23%
4 Financials 12.91%
5 Industrials 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$97K ﹤0.01%
+17,880
352
$97K ﹤0.01%
+1,550
353
$96K ﹤0.01%
+1,620
354
$96K ﹤0.01%
+3,900
355
$96K ﹤0.01%
+610
356
$96K ﹤0.01%
+1,840
357
$95K ﹤0.01%
1,220
-2,350
358
$95K ﹤0.01%
+12,650
359
$93K ﹤0.01%
+1,510
360
$93K ﹤0.01%
1,060
+670
361
$91K ﹤0.01%
+1,740
362
$91K ﹤0.01%
+1,600
363
$89K ﹤0.01%
+580
364
$87K ﹤0.01%
+1,470
365
$86K ﹤0.01%
2,090
+159
366
$85K ﹤0.01%
+6,060
367
$84K ﹤0.01%
500
-336
368
$82K ﹤0.01%
1,050
-505
369
$72K ﹤0.01%
+2,310
370
$70K ﹤0.01%
1,222
-3,018
371
$70K ﹤0.01%
3,140
-5,780
372
$67K ﹤0.01%
1,140
-2,200
373
$65K ﹤0.01%
+1,810
374
$65K ﹤0.01%
+1,270
375
$63K ﹤0.01%
+1,100
13 14
15
16 17