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
$2.54B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$49.8M
2
+$25.5M
3
+$25.2M
4
APO icon
Apollo Global Management
APO
+$23.5M
5
TECK icon
Teck Resources
TECK
+$20.7M

Top Sells

1
+$32.5M
2
+$31.3M
3
+$24M
4
AMZN icon
Amazon
AMZN
+$19.5M
5
VZ icon
Verizon
VZ
+$18.7M

Sector Composition

1 Technology 15.47%
2 Communication Services 13.52%
3 Financials 12.52%
4 Consumer Discretionary 12.29%
5 Healthcare 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-81,776
502
– –
-1,094,596
503
– –
-690
504
– –
-310
505
– –
-910
506
– –
-52,215
507
– –
-470
508
– –
-350
509
– –
-7,530
510
– –
-96,858
511
– –
-1,570
512
– –
-6
513
– –
-586,608
514
– –
-3,400
515
– –
-860
516
– –
-25,058
517
– –
-240
518
– –
-18,950
519
– –
-170
520
– –
-4,610
521
– –
-19,270
522
– –
-13,500
523
– –
-1,120
524
– –
-6,880
525
– –
-1,140
19 20
21
22 23