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
$748M
AUM Growth
-$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$4.11M
3
+$2.81M
4
BWXT icon
BWX Technologies
BWXT
+$2.55M
5
INSP icon
Inspire Medical Systems
INSP
+$2.49M

Top Sells

1
+$9.18M
2
+$7.35M
3
+$6.68M
4
BG icon
Bunge Global
BG
+$5.19M
5
ELV icon
Elevance Health
ELV
+$4.43M

Sector Composition

1 Healthcare 32.69%
2 Technology 23.08%
3 Financials 14.48%
4 Consumer Discretionary 8.13%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.2M 0.96%
56,354
-2,434
27
$6.98M 0.93%
15,231
-1,672
28
$6.79M 0.91%
30,190
-3,900
29
$6.75M 0.9%
17,650
-2,300
30
$6.75M 0.9%
77,760
-620
31
$6.71M 0.9%
46,120
-1,550
32
$6.69M 0.89%
495,875
-3,221
33
$6.66M 0.89%
11,846
-1,025
34
$6.42M 0.86%
683,144
-25,898
35
$6.17M 0.82%
29,014
-43,135
36
$6.12M 0.82%
88,480
-11,500
37
$5.94M 0.79%
151,596
-909
38
$5.85M 0.78%
23,427
-1,832
39
$5.81M 0.78%
28,007
-3,520
40
$5.8M 0.77%
15,220
-2,500
41
$5.75M 0.77%
31,283
-3,630
42
$5.59M 0.75%
51,356
-5,511
43
$5.58M 0.75%
10,300
-1,300
44
$5.58M 0.75%
11,108
-1,500
45
$5.54M 0.74%
66,480
-8,700
46
$5.45M 0.73%
49,171
+3,455
47
$5.39M 0.72%
19,220
-11,690
48
$5.33M 0.71%
65,835
-8,600
49
$5.18M 0.69%
10,780
-1,400
50
$5.18M 0.69%
40,280
-5,300
1
2
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