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
$1.47B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15.4M
3
+$14.3M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$13.5M
5
RTX icon
RTX Corp
RTX
+$12.3M

Top Sells

1
+$19.5M
2
+$16.6M
3
+$15.8M
4
SHOP icon
Shopify
SHOP
+$11.9M
5
DIS icon
Walt Disney
DIS
+$11.5M

Sector Composition

1 Healthcare 25.33%
2 Technology 20.88%
3 Financials 16.07%
4 Consumer Discretionary 12.77%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.9M 1.22%
567,350
-26,170
27
$17.8M 1.21%
242,945
-9,211
28
$17.8M 1.21%
64,837
-3,238
29
$16.4M 1.12%
97,295
-1,126
30
$16.3M 1.11%
116,115
-9,605
31
$16M 1.09%
94,915
-9,752
32
$15.4M 1.05%
+38,126
33
$15.4M 1.05%
+173,171
34
$14.4M 0.98%
199,800
-14,820
35
$14.3M 0.97%
+31,384
36
$13.7M 0.94%
1,444,480
-104,720
37
$13.5M 0.92%
100,928
-5,122
38
$13.5M 0.92%
+109,512
39
$13.5M 0.92%
71,300
-53,607
40
$12.9M 0.88%
41,769
-12,707
41
$12.8M 0.87%
131,473
+32,313
42
$12.3M 0.84%
+199,655
43
$12.1M 0.83%
71,531
-4,095
44
$11.9M 0.81%
284,115
-33,194
45
$11.6M 0.79%
+119,103
46
$10.3M 0.7%
+28,246
47
$9.89M 0.67%
163,668
-8,624
48
$9.76M 0.67%
106,450
49
$9.51M 0.65%
53,276
-53,762
50
$9.48M 0.65%
100,100
-125,300
1
2
3 4 5