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
$1.39B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$13.7M
3
+$13.5M
4
PG icon
Procter & Gamble
PG
+$12M
5
META icon
Meta Platforms (Facebook)
META
+$6.83M

Top Sells

1
+$17.9M
2
+$15.1M
3
+$12.3M
4
CAT icon
Caterpillar
CAT
+$11.3M
5
TRU icon
TransUnion
TRU
+$7.75M

Sector Composition

1 Financials 19.36%
2 Healthcare 17.18%
3 Technology 12.88%
4 Consumer Discretionary 12.57%
5 Industrials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.97M 0.65%
47,142
-1,785
52
$8.93M 0.64%
369,030
+11,411
53
$8.22M 0.59%
31,075
-843
54
$7.91M 0.57%
39,754
-1,450
55
$7.78M 0.56%
387,251
+7,382
56
$7.02M 0.51%
77,167
-16,290
57
$6.77M 0.49%
80,570
58
$6.05M 0.44%
162,611
+383
59
$5.49M 0.4%
842,248
+14,038
60
$5.28M 0.38%
253,133
+8
61
$4.59M 0.33%
+24,040
62
$4.27M 0.31%
337,656
-69,418
63
$4.1M 0.3%
60,933
-3,425
64
$4.06M 0.29%
+62,923
65
$3.82M 0.28%
217,945
+782
66
$3.81M 0.28%
185,600
-39
67
$3.81M 0.27%
192,520
+190,240
68
$3.78M 0.27%
75,378
-1,042
69
$3.64M 0.26%
182,136
+1,144
70
$3.35M 0.24%
170,287
-652
71
$3.32M 0.24%
244,614
+2,576
72
$3.06M 0.22%
87,542
-15,253
73
$2.75M 0.2%
193,677
+2,459
74
$2.61M 0.19%
11,100
-91
75
$2.55M 0.18%
168,211
+3,910
1 2
3
4 5