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
26
$31.6M 1.24%
1,216,774
+67,806
27
$31.5M 1.23%
1,591,224
+2,214
28
$30.9M 1.21%
513,740
+208,639
29
$30.6M 1.2%
591,572
+54,371
30
$30.4M 1.19%
584,964
-6,145
31
$24.8M 0.97%
474,790
-131,256
32
$24.5M 0.96%
343,264
+21,864
33
$24.4M 0.95%
1,657,537
+409,988
34
$23.3M 0.91%
+144,381
35
$21.6M 0.84%
475,287
+7,977
36
$20.8M 0.81%
256,588
-2,720
37
$20.2M 0.79%
346,227
-266,544
38
$20.2M 0.79%
634,282
+20,288
39
$20.1M 0.79%
523,350
-1,890
40
$19.9M 0.78%
418,860
41
$17.8M 0.7%
330,651
-3,457
42
$17.7M 0.69%
623,800
-101,480
43
$17.5M 0.69%
200,452
+118,852
44
$15.3M 0.6%
120,614
-5,159
45
$15.2M 0.6%
210,820
-3,451
46
$15.2M 0.59%
275,304
+13,478
47
$14.6M 0.57%
231,479
+34,416
48
$13.9M 0.54%
197,364
+2,995
49
$13.8M 0.54%
+782,844
50
$13.7M 0.54%
173,193
-158,952
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