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
$1.54B
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$22M
3
+$18.3M
4
PENN icon
PENN Entertainment
PENN
+$11.9M
5
ISRG icon
Intuitive Surgical
ISRG
+$11.8M

Top Sells

1
+$33.7M
2
+$27.1M
3
+$27M
4
CPA icon
Copa Holdings
CPA
+$19.3M
5
XEC
CIMAREX ENERGY CO
XEC
+$18.3M

Sector Composition

1 Financials 22.62%
2 Consumer Discretionary 20.63%
3 Technology 14.65%
4 Healthcare 14.34%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.8M 1.41%
471,848
-156,116
27
$21.3M 1.38%
227,441
-87,844
28
$20.5M 1.33%
93,843
-20,038
29
$20.4M 1.32%
335,075
-24,681
30
$20.3M 1.32%
439,296
-230,756
31
$20.1M 1.31%
149,173
-22,920
32
$18.3M 1.19%
+316,900
33
$17.1M 1.11%
200,104
+341
34
$15.9M 1.03%
115,130
+70,217
35
$15.6M 1.01%
456,210
-100,746
36
$15.3M 0.99%
78,514
-27,945
37
$15.2M 0.99%
879,450
-394,560
38
$14.5M 0.94%
190,422
-43,859
39
$14.2M 0.92%
109,774
-21,451
40
$13.9M 0.9%
45,059
-8,046
41
$13.5M 0.87%
69,868
-15,427
42
$12.9M 0.83%
118,096
-28,477
43
$12.9M 0.83%
140,806
-25,641
44
$12.8M 0.83%
120,914
-23,690
45
$12.5M 0.81%
126,898
+1,833
46
$12.2M 0.79%
110,608
-20,091
47
$11.9M 0.77%
+353,283
48
$11.8M 0.76%
+73,788
49
$11.8M 0.76%
130,948
-26,440
50
$11.6M 0.75%
85,326
-21,587
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