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
$1.34B
AUM Growth
-$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$21.5M
3
+$13.5M
4
AAPL icon
Apple
AAPL
+$13.3M
5
LHX icon
L3Harris
LHX
+$12.8M

Top Sells

1
+$24.4M
2
+$18.2M
3
+$17.9M
4
ANET icon
Arista Networks
ANET
+$16.2M
5
CSX icon
CSX Corp
CSX
+$13.4M

Sector Composition

1 Financials 20.97%
2 Technology 17.57%
3 Healthcare 13.15%
4 Consumer Discretionary 11.95%
5 Industrials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.4M 1.45%
512,826
-114,953
27
$17.8M 1.33%
137,488
-138,148
28
$16.9M 1.27%
826,198
+65,008
29
$16.9M 1.26%
546,324
+395,237
30
$16.9M 1.26%
81,225
-7,956
31
$16.8M 1.26%
337,319
-2,461
32
$16.7M 1.25%
721,617
-581,853
33
$16.6M 1.24%
153,041
-13,593
34
$16.5M 1.24%
111,357
-14,939
35
$16.3M 1.22%
70,359
-10,549
36
$16.1M 1.2%
303,525
-29,722
37
$16.1M 1.2%
290,505
-24,545
38
$15.2M 1.14%
163,100
-17,146
39
$14.4M 1.08%
97,737
-36,821
40
$14.3M 1.07%
314,595
+259,336
41
$13.6M 1.02%
232,770
+135,000
42
$13.5M 1.01%
+101,797
43
$13.2M 0.99%
387,936
-54,636
44
$12.9M 0.97%
61,762
-6,999
45
$12.8M 0.96%
+61,255
46
$12M 0.9%
133,368
-13,617
47
$11.5M 0.86%
199,089
+1,143
48
$10.8M 0.81%
145,459
-92,364
49
$10.7M 0.8%
354,700
-79,870
50
$10.7M 0.8%
571,734
-27,397
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