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
$2.72B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$36.5M
3
+$36.5M
4
BAC icon
Bank of America
BAC
+$35.4M
5
BABA icon
Alibaba
BABA
+$22M

Top Sells

1
+$46.4M
2
+$33.2M
3
+$31.1M
4
BIIB icon
Biogen
BIIB
+$27.2M
5
EW icon
Edwards Lifesciences
EW
+$20.2M

Sector Composition

1 Communication Services 15.17%
2 Technology 14.63%
3 Financials 14.61%
4 Consumer Discretionary 13.73%
5 Industrials 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$12K ﹤0.01%
261
477
$12K ﹤0.01%
375
478
$12K ﹤0.01%
+370
479
$12K ﹤0.01%
+783
480
$11K ﹤0.01%
480
-720
481
$11K ﹤0.01%
143
482
$11K ﹤0.01%
163
483
$11K ﹤0.01%
443
484
$11K ﹤0.01%
390
-580
485
$11K ﹤0.01%
400
-620
486
$10K ﹤0.01%
210
-320
487
$10K ﹤0.01%
102
-171
488
$9K ﹤0.01%
270
-390
489
$9K ﹤0.01%
670
-1,020
490
$8K ﹤0.01%
201
491
$8K ﹤0.01%
350
-344
492
$7K ﹤0.01%
112
493
$7K ﹤0.01%
92
494
$7K ﹤0.01%
140
495
$4K ﹤0.01%
81
496
$2K ﹤0.01%
61
497
– –
-930
498
– –
-157,805
499
– –
-19,078
500
– –
-36,415
18 19
20
21 22