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
$1.24B
AUM Growth
-$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.8M
3
+$7.86M
4
TSLA icon
Tesla
TSLA
+$7.5M
5
TD icon
Toronto Dominion Bank
TD
+$7.18M

Top Sells

1
+$21.8M
2
+$20.1M
3
+$11.2M
4
SHOP icon
Shopify
SHOP
+$6.03M
5
ACN icon
Accenture
ACN
+$5.4M

Sector Composition

1 Healthcare 22.87%
2 Technology 20.35%
3 Financials 16.49%
4 Consumer Discretionary 13.22%
5 Communication Services 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.5M 1.32%
114,401
+5,724
27
$16M 1.29%
85,652
+12,869
28
$15.7M 1.26%
467,541
-6,285
29
$14.9M 1.2%
178,160
-1,956
30
$14.8M 1.19%
104,667
+4,350
31
$14.1M 1.13%
593,520
-1,210
32
$13.9M 1.11%
160,269
-1,492
33
$13.6M 1.09%
75,626
+525
34
$13.4M 1.08%
98,421
-2,234
35
$13.1M 1.05%
+252,156
36
$12.9M 1.04%
106,050
+6,266
37
$11.9M 0.96%
279,542
+130,799
38
$11.8M 0.95%
+68,075
39
$11.5M 0.92%
118,902
-2,328
40
$11.2M 0.9%
296,628
-4,620
41
$11M 0.88%
54,476
-10,889
42
$10.9M 0.88%
323,695
-4,055
43
$10.5M 0.84%
241,536
-3,392
44
$10.3M 0.83%
151,602
-2,546
45
$10.2M 0.82%
1,549,200
+527,480
46
$9.81M 0.79%
233,370
+170,900
47
$9.77M 0.79%
317,309
-9,122
48
$9.6M 0.77%
106,450
49
$9.34M 0.75%
225,400
-145,600
50
$9.1M 0.73%
99,160
-1,278
1
2
3 4 5