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
$2.55B
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
426
$2K ﹤0.01%
+55
427
– –
-4,600
428
– –
-51
429
– –
-7,096
430
– –
-228,413
431
– –
-264,953
432
– –
-500,046
433
– –
-453,116
434
– –
-405,292
435
– –
-128,992
436
– –
-4,990
437
– –
-110,616
438
– –
-588,069
439
– –
-660
440
– –
-267,442
441
– –
-4,330
442
– –
-323,629
443
– –
-160,713
444
– –
-170,216
445
– –
-98,498
446
– –
-65,834
447
– –
-225,265
448
– –
-262,992
449
– –
-8,475
450
– –
-7,601
16 17
18
19 20