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
$2.78B
AUM Growth
+$708M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$26.5M
3
+$24.5M
4
FRC
First Republic Bank
FRC
+$23.6M
5
BABA icon
Alibaba
BABA
+$21.7M

Top Sells

1
+$43.5M
2
+$33M
3
+$24.8M
4
MFC icon
Manulife Financial
MFC
+$21.4M
5
KR icon
Kroger
KR
+$14M

Sector Composition

1 Technology 15.52%
2 Communication Services 14%
3 Healthcare 13.81%
4 Consumer Discretionary 12.32%
5 Industrials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$73K ﹤0.01%
+2,500
402
$73K ﹤0.01%
4,510
+4,220
403
$73K ﹤0.01%
+1,830
404
$72K ﹤0.01%
+1,120
405
$71K ﹤0.01%
+2,200
406
$67K ﹤0.01%
+1,910
407
$63K ﹤0.01%
570
+520
408
$62K ﹤0.01%
+1,540
409
$62K ﹤0.01%
3,468
-261,447
410
$59K ﹤0.01%
+3,400
411
$57K ﹤0.01%
1,770
+1,610
412
$55K ﹤0.01%
+5,380
413
$53K ﹤0.01%
860
+790
414
$49K ﹤0.01%
28,800
+22,800
415
$49K ﹤0.01%
+1,370
416
$46K ﹤0.01%
+2,470
417
$45K ﹤0.01%
+1,570
418
$45K ﹤0.01%
6,661
-14,169
419
$44K ﹤0.01%
+740
420
$44K ﹤0.01%
+1,415
421
$42K ﹤0.01%
1,078
-255,912
422
$42K ﹤0.01%
8,774
423
$42K ﹤0.01%
1,130
+930
424
$42K ﹤0.01%
+7,200
425
$41K ﹤0.01%
+530
15 16
17
18 19