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
$2.07B
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 Technology 12.18%
4 Communication Services 11.88%
5 Industrials 11.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
+110
452
$4K ﹤0.01%
+140
453
$4K ﹤0.01%
+180
454
$4K ﹤0.01%
+110
455
$4K ﹤0.01%
+180
456
$4K ﹤0.01%
+60
457
$4K ﹤0.01%
+180
458
$4K ﹤0.01%
+50
459
$4K ﹤0.01%
100
-190,209
460
$4K ﹤0.01%
200
-100,261
461
$4K ﹤0.01%
+30
462
$4K ﹤0.01%
+50
463
$4K ﹤0.01%
+60
464
$4K ﹤0.01%
+530
465
$4K ﹤0.01%
+70
466
$4K ﹤0.01%
+260
467
$3K ﹤0.01%
+160
468
$3K ﹤0.01%
50
-69,582
469
$3K ﹤0.01%
+10
470
$3K ﹤0.01%
+20
471
$3K ﹤0.01%
21
-34,120
472
$3K ﹤0.01%
+220
473
$3K ﹤0.01%
+150
474
$2K ﹤0.01%
+350
475
– –
-533,567
17 18
19
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