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
$737M
AUM Growth
-$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$6.27M
3
+$6.13M
4
CNC icon
Centene
CNC
+$5.83M
5
LNG icon
Cheniere Energy
LNG
+$5.6M

Top Sells

1
+$9.24M
2
+$4.15M
3
+$3.92M
4
META icon
Meta Platforms (Facebook)
META
+$3.82M
5
MOS icon
The Mosaic Company
MOS
+$3.75M

Sector Composition

1 Healthcare 37.29%
2 Technology 17.72%
3 Financials 14.29%
4 Consumer Discretionary 8.05%
5 Consumer Staples 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.58M 0.89%
195,605
-4,990
27
$6.35M 0.86%
28,801
-127
28
$6.26M 0.85%
49,620
-21,812
29
$6.17M 0.84%
34,090
30
$6.08M 0.83%
74,244
-66
31
$6.08M 0.82%
490,628
+14,699
32
$6.02M 0.82%
580,903
-16,473
33
$5.83M 0.79%
+74,880
34
$5.82M 0.79%
82,035
-435
35
$5.69M 0.77%
50,888
-116
36
$5.6M 0.76%
+33,726
37
$5.49M 0.74%
30,886
-201
38
$5.42M 0.74%
292,270
39
$5.37M 0.73%
66,540
40
$5.31M 0.72%
19,700
-38
41
$5.31M 0.72%
168,662
42
$5.29M 0.72%
31,670
-101
43
$5.25M 0.71%
143,549
+68
44
$5.15M 0.7%
170,600
45
$5.06M 0.69%
11,600
46
$5.04M 0.68%
35,931
+18
47
$4.98M 0.68%
47,670
48
$4.94M 0.67%
93,020
49
$4.91M 0.67%
19,950
50
$4.89M 0.66%
75,180
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