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
$778M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$6.86M
3
+$5.37M
4
AVGO icon
Broadcom
AVGO
+$5.37M
5
GD icon
General Dynamics
GD
+$5.07M

Top Sells

1
+$5.09M
2
+$4.75M
3
+$4.2M
4
DE icon
Deere & Co
DE
+$3.67M
5
CSX icon
CSX Corp
CSX
+$3.54M

Sector Composition

1 Healthcare 33.32%
2 Technology 21.54%
3 Financials 15.66%
4 Consumer Discretionary 8%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.94M 1.02%
11,238
-146
27
$7.84M 1.01%
53,148
-650
28
$7.64M 0.98%
176,794
-872
29
$7.62M 0.98%
12,191
-144
30
$7.5M 0.96%
60,463
-11
31
$7.4M 0.95%
74,005
-280
32
$7.23M 0.93%
42,520
33
$7.19M 0.92%
475,849
-1,239
34
$7.13M 0.92%
356,867
-2,491
35
$6.99M 0.9%
88,480
36
$6.99M 0.9%
30,190
37
$6.86M 0.88%
+118,750
38
$6.75M 0.87%
158,700
+4,631
39
$6.6M 0.85%
29,285
-280
40
$6.52M 0.84%
13,820
+4,990
41
$6.21M 0.8%
17,650
42
$6.17M 0.79%
11,108
43
$6.02M 0.77%
10,300
44
$5.95M 0.76%
25,700
-3,290
45
$5.88M 0.76%
10,780
46
$5.88M 0.75%
352,453
+3,461
47
$5.86M 0.75%
24,020
48
$5.81M 0.75%
34,773
-380
49
$5.76M 0.74%
19,220
50
$5.69M 0.73%
43,625
+331
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