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
$2.67B
AUM Growth
-$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$31.9M
3
+$24.9M
4
ALK icon
Alaska Air
ALK
+$24.7M
5
TRP icon
TC Energy
TRP
+$18.2M

Top Sells

1
+$45M
2
+$34.2M
3
+$28.9M
4
OTEX icon
Open Text
OTEX
+$24.6M
5
TD icon
Toronto Dominion Bank
TD
+$23.4M

Sector Composition

1 Consumer Discretionary 16.53%
2 Communication Services 15.32%
3 Technology 13.23%
4 Financials 12.91%
5 Industrials 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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641
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642
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