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
$2.44B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$22.9M
3
+$21M
4
KKR icon
KKR & Co
KKR
+$19.9M
5
TSM icon
TSMC
TSM
+$19.6M

Top Sells

1
+$39.1M
2
+$30.3M
3
+$25.8M
4
HIMX
Himax Technologies
HIMX
+$20.4M
5
JPM icon
JPMorgan Chase
JPM
+$17.9M

Sector Composition

1 Consumer Discretionary 16.25%
2 Financials 14.98%
3 Technology 12.96%
4 Industrials 12.64%
5 Healthcare 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.9M 0.57%
+1,938,166
52
$13.1M 0.54%
184,642
-8,083
53
$12.6M 0.52%
125,633
+106,630
54
$12.3M 0.51%
378,709
-11,786
55
$12M 0.49%
193,860
-28,380
56
$11.8M 0.48%
203,473
-5,760
57
$11.7M 0.48%
1,731,210
-53,410
58
$11.7M 0.48%
205,989
-28,223
59
$11.7M 0.48%
167,067
-683
60
$11.6M 0.47%
159,138
-4,785
61
$11.5M 0.47%
136,622
-3,904
62
$10.7M 0.44%
473,290
-138,992
63
$10.5M 0.43%
267,744
-8,256
64
$10.4M 0.43%
64,683
-131
65
$10.3M 0.42%
64,345
-38
66
$10.3M 0.42%
209,814
-5,803
67
$10.2M 0.42%
242,718
+221,028
68
$10.1M 0.41%
376,788
+193,282
69
$9.91M 0.41%
271,605
+117,519
70
$9.88M 0.41%
122,099
-1,243
71
$9.46M 0.39%
+254,437
72
$8.92M 0.37%
192,304
-1,121
73
$8.87M 0.36%
100,110
-1,631
74
$8.49M 0.35%
3,358,410
+1,991,490
75
$8.44M 0.35%
+879,854
1 2
3
4 5