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
$1.34B
AUM Growth
-$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$21.5M
3
+$13.5M
4
AAPL icon
Apple
AAPL
+$13.3M
5
LHX icon
L3Harris
LHX
+$12.8M

Top Sells

1
+$24.4M
2
+$18.2M
3
+$17.9M
4
ANET icon
Arista Networks
ANET
+$16.2M
5
CSX icon
CSX Corp
CSX
+$13.4M

Sector Composition

1 Financials 20.97%
2 Technology 17.57%
3 Healthcare 13.15%
4 Consumer Discretionary 11.95%
5 Industrials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10M 0.75%
46,233
-112,130
52
$10M 0.75%
517,472
+474,414
53
$9.49M 0.71%
63,548
+61,471
54
$8.89M 0.66%
194,447
+138,005
55
$7.85M 0.59%
20,950
-4,238
56
$7.77M 0.58%
86,887
-15,683
57
$7.61M 0.57%
326,407
-39,098
58
$7.32M 0.55%
128,420
-13,700
59
$7.1M 0.53%
+143,511
60
$6.39M 0.48%
82,688
-20,577
61
$6.12M 0.46%
104,098
-12,796
62
$6.04M 0.45%
33,570
-16,632
63
$5.92M 0.44%
137,096
-14,712
64
$5.74M 0.43%
62,689
+53,982
65
$5.48M 0.41%
68,467
-12,400
66
$4.87M 0.36%
+111,955
67
$4.7M 0.35%
21,170
-3,870
68
$4.43M 0.33%
672,438
-171,639
69
$4.39M 0.33%
234,150
-58,650
70
$4.35M 0.33%
210,690
-22,306
71
$4.14M 0.31%
47,314
-12,561
72
$4.11M 0.31%
196,024
+6,427
73
$4.03M 0.3%
71,308
-3,027
74
$3.96M 0.3%
214,510
-320
75
$3.93M 0.29%
294,033
-34,188
1 2
3
4 5