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
$1.29B
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$9.29M
3
+$8.31M
4
PNR icon
Pentair
PNR
+$7.13M
5
NOMD icon
Nomad Foods
NOMD
+$5.94M

Top Sells

1
+$20M
2
+$18.7M
3
+$15.4M
4
META icon
Meta Platforms (Facebook)
META
+$14.3M
5
TSLA icon
Tesla
TSLA
+$14.2M

Sector Composition

1 Healthcare 25.87%
2 Technology 21.69%
3 Financials 15.27%
4 Consumer Discretionary 12.93%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14M 1.09%
279,720
+190,921
27
$13.9M 1.08%
84,527
-54,994
28
$13.8M 1.08%
379,790
-187,560
29
$13.7M 1.06%
1,009,960
-434,520
30
$12.9M 1%
134,000
-72,875
31
$12.5M 0.98%
280,124
-129,757
32
$12.5M 0.97%
25,709
-12,417
33
$12.1M 0.94%
152,425
-5,150
34
$11.8M 0.92%
491,161
-271,683
35
$11.8M 0.92%
59,980
-34,935
36
$11.8M 0.92%
79,169
-36,946
37
$11.6M 0.91%
39,610
-47,193
38
$11.1M 0.86%
106,450
39
$10.5M 0.82%
30,851
+2,605
40
$10.1M 0.78%
9,315
+8,585
41
$10.1M 0.78%
98,700
-1,400
42
$9.47M 0.74%
18,944
-12,440
43
$9.06M 0.71%
649,671
-5,032
44
$8.98M 0.7%
60,974
-39,954
45
$8.79M 0.68%
344,823
+233,158
46
$8.62M 0.67%
122,265
+57,635
47
$7.74M 0.6%
24,861
-16,908
48
$7.47M 0.58%
18,998
49
$7.42M 0.58%
53,005
-10
50
$7.41M 0.58%
25,885
-3,845
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