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
$2.07B
AUM Growth
-$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$32M
3
+$30.5M
4
ZBH icon
Zimmer Biomet
ZBH
+$28.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$28M

Top Sells

1
+$32.7M
2
+$28.8M
3
+$26.7M
4
AGN
Allergan plc
AGN
+$20.8M
5
KDP icon
Keurig Dr Pepper
KDP
+$20.5M

Sector Composition

1 Healthcare 17.82%
2 Consumer Discretionary 12.88%
3 Technology 12.18%
4 Communication Services 11.88%
5 Industrials 11.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.5M 0.51%
62,626
+46
52
$10.4M 0.5%
68,970
+30,458
53
$10.4M 0.5%
219,520
-294,170
54
$10.2M 0.5%
148,597
-28,356
55
$10.1M 0.49%
677,764
-195,070
56
$10.1M 0.49%
96,516
+11,804
57
$9.87M 0.48%
172,747
-28,675
58
$9.81M 0.47%
132,270
-250,097
59
$9.78M 0.47%
139,765
-763
60
$9.69M 0.47%
130,197
-128,563
61
$9.45M 0.46%
151,029
-42,210
62
$9.36M 0.45%
256,990
-73,940
63
$9.32M 0.45%
1,294,413
-111,399
64
$9.27M 0.45%
83,602
+3,109
65
$9.18M 0.44%
+377,265
66
$9.17M 0.44%
107,722
+723
67
$9.13M 0.44%
+233,469
68
$9.11M 0.44%
+87,458
69
$8.84M 0.43%
11,137
+4,345
70
$8.81M 0.43%
328,844
-86
71
$8.71M 0.42%
+185,660
72
$8.64M 0.42%
542,261
-145
73
$8.54M 0.41%
348,104
+140,388
74
$8.51M 0.41%
417,898
-39,437
75
$8.45M 0.41%
+35,929
1 2
3
4 5