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
$1.57B
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$33.3M
3
+$26.4M
4
JWN
Nordstrom
JWN
+$17.2M
5
WPX
WPX Energy, Inc.
WPX
+$15M

Top Sells

1
+$39.3M
2
+$23.3M
3
+$23.3M
4
EGN
Energen
EGN
+$22M
5
STZ icon
Constellation Brands
STZ
+$19.9M

Sector Composition

1 Financials 20.86%
2 Healthcare 19.12%
3 Consumer Discretionary 16.89%
4 Technology 14.43%
5 Industrials 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.7M 1.44%
459,124
-12,724
27
$22.6M 1.44%
127,312
-3,662
28
$21.6M 1.37%
175,460
+48,562
29
$20.3M 1.29%
148,261
-912
30
$19.8M 1.26%
235,579
-45,864
31
$19.2M 1.22%
181,212
-46,229
32
$18.1M 1.15%
297,370
-19,530
33
$17.9M 1.14%
2,551,240
+1,052,160
34
$17.2M 1.09%
+287,414
35
$15.4M 0.98%
74,276
-4,238
36
$15M 0.96%
+747,310
37
$14.9M 0.94%
132,858
+14,762
38
$14.8M 0.94%
149,676
+8,870
39
$14.4M 0.91%
+334,318
40
$14.1M 0.89%
44,317
-742
41
$13.9M 0.88%
67,411
-2,457
42
$13.9M 0.88%
72,537
-1,251
43
$13.9M 0.88%
96,862
-103,242
44
$13.3M 0.84%
+354,783
45
$13.2M 0.84%
352,380
-103,830
46
$12.9M 0.82%
126,409
-4,539
47
$12.9M 0.82%
50,341
-1,802
48
$12.5M 0.8%
82,148
-3,178
49
$12.2M 0.77%
120,836
-78
50
$11.7M 0.75%
+266,308
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