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
$2.33B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$27.3M
3
+$18.9M
4
SU icon
Suncor Energy
SU
+$17.6M
5
VTRS icon
Viatris
VTRS
+$16.4M

Top Sells

1
+$44.3M
2
+$27M
3
+$21.1M
4
PKG icon
Packaging Corp of America
PKG
+$20.4M
5
BALL icon
Ball Corp
BALL
+$19.5M

Sector Composition

1 Healthcare 17.88%
2 Consumer Discretionary 15.17%
3 Industrials 13.67%
4 Technology 13.15%
5 Financials 11.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.6M 0.5%
48,115
-3,660
52
$11.6M 0.5%
295,955
+255,607
53
$11.4M 0.49%
102,175
-5,940
54
$11.2M 0.48%
165,679
-7,163
55
$11.1M 0.48%
196,844
+29,696
56
$10.8M 0.46%
62,956
-1,911
57
$10.7M 0.46%
58,996
-1,799
58
$10.6M 0.46%
468,474
-1,950,688
59
$10.5M 0.45%
100,135
-4,367
60
$10.5M 0.45%
98,583
-33,555
61
$10.2M 0.44%
+162,704
62
$10.2M 0.44%
136,803
-4,054
63
$9.81M 0.42%
+160,589
64
$9.69M 0.42%
198,110
-10,325
65
$9.69M 0.41%
150,349
-5,792
66
$9.57M 0.41%
174,348
-273
67
$9.44M 0.4%
89,965
-2,744
68
$9.35M 0.4%
41,961
-71
69
$9.34M 0.4%
408,766
-42,312
70
$9.21M 0.39%
102,096
-4,386
71
$9.17M 0.39%
+358,285
72
$9.01M 0.39%
121,521
-3,703
73
$8.93M 0.38%
91,870
-5,386
74
$8.71M 0.37%
+39,824
75
$8.7M 0.37%
378,205
+258,218
1 2
3
4 5