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
$1.24B
AUM Growth
-$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.8M
3
+$7.86M
4
TSLA icon
Tesla
TSLA
+$7.5M
5
TD icon
Toronto Dominion Bank
TD
+$7.18M

Top Sells

1
+$21.8M
2
+$20.1M
3
+$11.2M
4
SHOP icon
Shopify
SHOP
+$6.03M
5
ACN icon
Accenture
ACN
+$5.4M

Sector Composition

1 Healthcare 22.87%
2 Technology 20.35%
3 Financials 16.49%
4 Consumer Discretionary 13.22%
5 Communication Services 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.41M 0.68%
198,108
+392
52
$8.27M 0.66%
445,644
+238,357
53
$7.89M 0.63%
172,292
+714
54
$7.5M 0.6%
+214,620
55
$6.5M 0.52%
524,414
-17,833
56
$6.27M 0.5%
77,280
57
$6.24M 0.5%
578,709
-3,492
58
$6.13M 0.49%
165,693
+229
59
$5.84M 0.47%
19,310
-824
60
$5.2M 0.42%
29,353
-267
61
$5.04M 0.41%
11,643
-60
62
$4.95M 0.4%
29,979
-2,535
63
$4.79M 0.39%
30,630
64
$4.74M 0.38%
385,337
+126,296
65
$4.6M 0.37%
18,998
66
$4.55M 0.37%
15,744
+13
67
$4.43M 0.36%
14,105
68
$4.21M 0.34%
21,080
+2,900
69
$4.19M 0.34%
349,242
+18,778
70
$4.05M 0.33%
209,780
-19,740
71
$3.93M 0.32%
12,615
-120
72
$3.91M 0.31%
190,504
+21,679
73
$3.73M 0.3%
30,296
+25,617
74
$3.71M 0.3%
401,983
-2,146
75
$3.6M 0.29%
150,510
1 2
3
4 5