MCM
McKinley Capital Management Portfolio holdings
AUM
$571M
1-Year Return
36.44%
This Quarter Return
-3.9%
1 Year Return
+36.44%
3 Year Return
+63.31%
5 Year Return
+224.77%
10 Year Return
+727.77%
AUM
$737M
AUM Growth
-$28.5M
(-3.7%)
Cap. Flow
+$12.1M
Cap. Flow
% of AUM
1.64%
Top 10 Holdings %
Top 10 Hldgs %
31.36%
Holding
179
New
11
Increased
31
Reduced
87
Closed
13
Top Buys
1 |
argenx
ARGX
|
$8.63M |
2 |
McKesson
MCK
|
$6.27M |
3 |
Merck
MRK
|
$6.13M |
4 |
Centene
CNC
|
$5.83M |
5 |
Cheniere Energy
LNG
|
$5.6M |
Top Sells
1 |
Stryker
SYK
|
$9.24M |
2 |
Lennar Class A
LEN
|
$4.15M |
3 |
Lithia Motors
LAD
|
$3.92M |
4 |
Meta Platforms (Facebook)
META
|
$3.82M |
5 |
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% |