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
$755M
AUM Growth
+$8.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.36M
3
+$6.03M
4
NVDA icon
NVIDIA
NVDA
+$4.42M
5
FMX icon
Fomento Económico Mexicano
FMX
+$4.35M

Top Sells

1
+$10.4M
2
+$6.48M
3
+$5.66M
4
BAC icon
Bank of America
BAC
+$5.65M
5
NFG icon
National Fuel Gas
NFG
+$5.48M

Sector Composition

1 Healthcare 37.33%
2 Technology 20.76%
3 Financials 14.08%
4 Consumer Discretionary 6.84%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.43M 0.98%
99,980
27
$7.35M 0.97%
186,211
-1,816
28
$7.03M 0.93%
709,042
+330,132
29
$6.99M 0.93%
378,098
-1,626
30
$6.91M 0.92%
19,950
31
$6.78M 0.9%
34,090
32
$6.77M 0.9%
499,096
-34,173
33
$6.43M 0.85%
56,867
-14,600
34
$6.43M 0.85%
25,259
-3,160
35
$6.31M 0.84%
12,608
36
$6.3M 0.83%
17,720
-1,892
37
$6.24M 0.83%
11,600
38
$6.21M 0.82%
47,670
39
$6.14M 0.81%
24,040
+4,860
40
$6.09M 0.81%
60,150
-94
41
$6.03M 0.8%
+55,021
42
$6.03M 0.8%
31,527
-154
43
$6.01M 0.8%
74,435
44
$6M 0.79%
41,392
-289
45
$5.98M 0.79%
12,871
+9,008
46
$5.89M 0.78%
152,505
+8,283
47
$5.87M 0.78%
58,788
-12,188
48
$5.8M 0.77%
34,913
+195
49
$5.58M 0.74%
70,790
50
$5.43M 0.72%
75,180
1
2
3 4 5