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
$2.07B
AUM Growth
-$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$32M
3
+$30.5M
4
ZBH icon
Zimmer Biomet
ZBH
+$28.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$28M

Top Sells

1
+$32.7M
2
+$28.8M
3
+$26.7M
4
AGN
Allergan plc
AGN
+$20.8M
5
KDP icon
Keurig Dr Pepper
KDP
+$20.5M

Sector Composition

1 Healthcare 17.82%
2 Consumer Discretionary 12.88%
3 Industrials 11.98%
4 Technology 11.97%
5 Communication Services 11.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5K ﹤0.01%
+50
427
$5K ﹤0.01%
+230
428
$5K ﹤0.01%
+100
429
$5K ﹤0.01%
+360
430
$5K ﹤0.01%
+430
431
$5K ﹤0.01%
+850
432
$5K ﹤0.01%
+240
433
$5K ﹤0.01%
+40
434
$5K ﹤0.01%
+190
435
$5K ﹤0.01%
+240
436
$5K ﹤0.01%
+150
437
$5K ﹤0.01%
+130
438
$4K ﹤0.01%
+170
439
$4K ﹤0.01%
+110
440
$4K ﹤0.01%
+150
441
$4K ﹤0.01%
+220
442
$4K ﹤0.01%
+60
443
$4K ﹤0.01%
+60
444
$4K ﹤0.01%
+50
445
$4K ﹤0.01%
100
-190,209
446
$4K ﹤0.01%
200
-100,261
447
$4K ﹤0.01%
+30
448
$4K ﹤0.01%
+50
449
$4K ﹤0.01%
+60
450
$4K ﹤0.01%
+530
16 17
18
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