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
$1.23B
AUM Growth
-$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$16.5M
3
+$14.9M
4
PG icon
Procter & Gamble
PG
+$13.1M
5
CVS icon
CVS Health
CVS
+$12.3M

Top Sells

1
+$19.2M
2
+$18.8M
3
+$17.2M
4
BAP icon
Credicorp
BAP
+$16.2M
5
WPX
WPX Energy, Inc.
WPX
+$15M

Sector Composition

1 Financials 21%
2 Healthcare 20.32%
3 Technology 12.67%
4 Industrials 11.71%
5 Consumer Discretionary 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.69M 0.71%
210,683
+11,958
52
$8.32M 0.68%
37,542
-73,285
53
$7.81M 0.63%
48,927
-23,610
54
$7.75M 0.63%
136,509
+10,985
55
$7.41M 0.6%
357,619
+127,698
56
$7.15M 0.58%
379,869
+40,244
57
$6.99M 0.57%
31,918
-8,915
58
$6.7M 0.54%
80,570
-23,250
59
$6.69M 0.54%
93,457
-27,379
60
$6.11M 0.5%
146,856
+5,950
61
$6.08M 0.49%
41,204
-9,976
62
$6.06M 0.49%
153,418
-32,855
63
$5.79M 0.47%
17,943
-2,657
64
$5.56M 0.45%
165,500
+7,400
65
$5.49M 0.45%
162,228
+41,410
66
$5.23M 0.42%
828,210
-33,953
67
$4.86M 0.39%
253,125
+11,220
68
$4.5M 0.37%
407,074
+94,889
69
$3.51M 0.28%
217,163
-3,547
70
$3.41M 0.28%
185,639
+5,975
71
$3.33M 0.27%
76,420
+15,003
72
$3.27M 0.27%
180,992
-11,175
73
$3.06M 0.25%
102,795
+25,424
74
$3.06M 0.25%
64,358
-15,624
75
$3.04M 0.25%
242,038
-16,151
1 2
3
4 5