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
$1.57B
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$33.3M
3
+$26.4M
4
JWN
Nordstrom
JWN
+$17.2M
5
WPX
WPX Energy, Inc.
WPX
+$15M

Top Sells

1
+$39.3M
2
+$23.3M
3
+$23.3M
4
EGN
Energen
EGN
+$22M
5
STZ icon
Constellation Brands
STZ
+$19.9M

Sector Composition

1 Financials 20.86%
2 Healthcare 19.12%
3 Consumer Discretionary 16.89%
4 Technology 14.43%
5 Industrials 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.6M 0.73%
74,428
-21,584
52
$11.2M 0.71%
339,625
-13,658
53
$10.9M 0.69%
183,808
-6,614
54
$10.6M 0.68%
103,820
-6,788
55
$10.6M 0.67%
186,273
+18,852
56
$10.6M 0.67%
614,592
+31,957
57
$10.1M 0.64%
198,725
-8,140
58
$9.24M 0.59%
125,524
-4,244
59
$9.08M 0.58%
51,180
+271
60
$8.92M 0.57%
40,833
+39,608
61
$7.66M 0.49%
20,600
+723
62
$7.49M 0.48%
158,100
-3,690
63
$6.68M 0.42%
345,262
-5,836
64
$6.48M 0.41%
229,921
+24,740
65
$6.32M 0.4%
862,163
+3,800
66
$6.02M 0.38%
+140,906
67
$5.17M 0.33%
241,905
+1,021
68
$4.65M 0.3%
120,818
+556
69
$4.11M 0.26%
+79,982
70
$4.11M 0.26%
312,185
+1,587
71
$4.05M 0.26%
220,710
+850
72
$3.98M 0.25%
179,664
+751
73
$3.92M 0.25%
192,167
+591
74
$3.59M 0.23%
235,456
+829
75
$3.49M 0.22%
258,189
+1,128
1 2
3
4 5