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
$1B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.01M
3
+$6.76M
4
EOG icon
EOG Resources
EOG
+$6.51M
5
HSY icon
Hershey
HSY
+$5.89M

Top Sells

1
+$19.8M
2
+$15.2M
3
+$11.2M
4
TT icon
Trane Technologies
TT
+$8.09M
5
ETSY icon
Etsy
ETSY
+$7.56M

Sector Composition

1 Healthcare 32.65%
2 Technology 19.28%
3 Financials 17.03%
4 Consumer Discretionary 8.73%
5 Materials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.34M 0.93%
409,143
+2,687
27
$9.24M 0.92%
18,810
28
$9.03M 0.9%
81,421
-23
29
$8.76M 0.87%
87,591
-24,422
30
$8.76M 0.87%
592,581
+3,449
31
$8.69M 0.87%
33,142
+4,871
32
$8.5M 0.85%
199,321
+1,436
33
$8.28M 0.82%
75,180
34
$8.19M 0.82%
19,950
35
$7.88M 0.79%
34,090
36
$7.82M 0.78%
292,270
37
$7.64M 0.76%
422,782
+2,679
38
$7.63M 0.76%
34,430
-552
39
$7.61M 0.76%
230,790
+580
40
$7.41M 0.74%
30,910
+16,940
41
$7.38M 0.74%
66,540
42
$7.19M 0.72%
472,853
+3,692
43
$7.11M 0.71%
142,838
+73,456
44
$7.04M 0.7%
84,436
-344
45
$7.03M 0.7%
170,600
46
$7.01M 0.7%
+22,910
47
$7M 0.7%
31,500
-13,183
48
$6.95M 0.69%
110,330
+600
49
$6.9M 0.69%
12,608
50
$6.63M 0.66%
34,097
+84
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