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
$2.44B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$22.9M
3
+$21M
4
KKR icon
KKR & Co
KKR
+$19.9M
5
TSM icon
TSMC
TSM
+$19.6M

Top Sells

1
+$39.1M
2
+$30.3M
3
+$25.8M
4
HIMX
Himax Technologies
HIMX
+$20.4M
5
JPM icon
JPMorgan Chase
JPM
+$17.9M

Sector Composition

1 Consumer Discretionary 16.25%
2 Financials 14.98%
3 Technology 12.96%
4 Industrials 12.64%
5 Healthcare 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$31.3M 1.29%
456,008
-13,562
27
$30.7M 1.26%
164,911
+33,074
28
$28.7M 1.18%
454,543
-29,702
29
$28.7M 1.18%
489,840
-17,811
30
$27.2M 1.12%
761,623
-126,323
31
$25.2M 1.03%
259,241
+66,271
32
$24.7M 1.01%
1,156,050
+915,510
33
$24.5M 1.01%
+446,800
34
$24.2M 0.99%
221,108
-54,066
35
$24M 0.98%
400,276
+97,985
36
$23.4M 0.96%
184,146
+46,031
37
$23.3M 0.96%
261,152
+26,610
38
$22.9M 0.94%
+232,490
39
$22.4M 0.92%
913,888
+116,178
40
$22.3M 0.91%
1,106,050
+888,530
41
$21M 0.86%
459,215
-93,718
42
$21M 0.86%
+225,637
43
$20.7M 0.85%
848,806
+819,666
44
$16.4M 0.67%
667,632
-45,476
45
$16.4M 0.67%
+343,752
46
$16.3M 0.67%
517,620
-1,600
47
$15.8M 0.65%
+503,760
48
$15.2M 0.62%
103,603
-5,797
49
$15M 0.62%
150,532
-4,394
50
$14.6M 0.6%
389,488
-27,728
1
2
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