MCM

McKinley Capital Management Portfolio holdings

AUM $571M
1-Year Est. Return 36.44%
This Fund
S&P 500
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
401
$23K ﹤0.01%
+2,120
402
$21K ﹤0.01%
+305
403
$20K ﹤0.01%
+240
404
$19K ﹤0.01%
+1,512
405
$17K ﹤0.01%
+790
406
$13K ﹤0.01%
+67
407
$12K ﹤0.01%
+184
408
$10K ﹤0.01%
+70
409
$9K ﹤0.01%
+340
410
$8K ﹤0.01%
+70
411
$8K ﹤0.01%
+62
412
$8K ﹤0.01%
+195
413
$7K ﹤0.01%
262
-34,351
414
$6K ﹤0.01%
+368
415
$5K ﹤0.01%
+99
416
$5K ﹤0.01%
+46
417
$5K ﹤0.01%
497
-104,771
418
$5K ﹤0.01%
+54
419
$5K ﹤0.01%
+82
420
$5K ﹤0.01%
98
-21,157
421
$4K ﹤0.01%
+199
422
$4K ﹤0.01%
+241
423
$3K ﹤0.01%
+71
424
$3K ﹤0.01%
+236
425
$2K ﹤0.01%
165
-14,965
15 16
17
18 19