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
$1.54B
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$22M
3
+$18.3M
4
PENN icon
PENN Entertainment
PENN
+$11.9M
5
ISRG icon
Intuitive Surgical
ISRG
+$11.8M

Top Sells

1
+$33.7M
2
+$27.1M
3
+$27M
4
CPA icon
Copa Holdings
CPA
+$19.3M
5
XEC
CIMAREX ENERGY CO
XEC
+$18.3M

Sector Composition

1 Financials 22.62%
2 Consumer Discretionary 20.63%
3 Technology 14.65%
4 Healthcare 14.34%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.3M 0.73%
52,143
-10,858
52
$10.8M 0.7%
206,865
-58,250
53
$9.86M 0.64%
53,088
-9,813
54
$9.59M 0.62%
582,635
+49,025
55
$9.51M 0.62%
+161,790
56
$9.49M 0.62%
96,012
-18,039
57
$9.48M 0.61%
167,421
-52,474
58
$9.3M 0.6%
129,768
-33,897
59
$9.29M 0.6%
+178,962
60
$8.88M 0.58%
1,499,080
+213,640
61
$8.81M 0.57%
346,298
-10,243
62
$8.42M 0.55%
50,909
-3
63
$7.44M 0.48%
63,598
-15,800
64
$7.22M 0.47%
351,098
-65,360
65
$6.67M 0.43%
19,877
+12,327
66
$6.03M 0.39%
205,181
+38,659
67
$5.76M 0.37%
858,363
+29,854
68
$5.71M 0.37%
+194,375
69
$4.92M 0.32%
240,884
+19,403
70
$4.71M 0.31%
+90,250
71
$4.58M 0.3%
120,262
+9,109
72
$4.3M 0.28%
123,435
-29,510
73
$3.94M 0.26%
219,860
+19,399
74
$3.93M 0.25%
310,598
+25,040
75
$3.67M 0.24%
+234,627
1 2
3
4 5