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
401
$32K ﹤0.01%
+376
402
$28K ﹤0.01%
539
+252
403
$27K ﹤0.01%
227
404
$26K ﹤0.01%
+297
405
$25K ﹤0.01%
1,140
406
$24K ﹤0.01%
+1,440
407
$24K ﹤0.01%
+560
408
$23K ﹤0.01%
855
409
$23K ﹤0.01%
+334
410
$22K ﹤0.01%
+630
411
$22K ﹤0.01%
+640
412
$22K ﹤0.01%
+460
413
$22K ﹤0.01%
840
+220
414
$21K ﹤0.01%
+500
415
$21K ﹤0.01%
+330
416
$21K ﹤0.01%
+330
417
$20K ﹤0.01%
+490
418
$20K ﹤0.01%
+720
419
$19K ﹤0.01%
+260
420
$19K ﹤0.01%
+352
421
$19K ﹤0.01%
+427
422
$19K ﹤0.01%
1,282
+232
423
$19K ﹤0.01%
+430
424
$19K ﹤0.01%
+680
425
$18K ﹤0.01%
+179
15 16
17
18 19