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
$1.47B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15.4M
3
+$14.3M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$13.5M
5
RTX icon
RTX Corp
RTX
+$12.3M

Top Sells

1
+$19.5M
2
+$16.6M
3
+$15.8M
4
SHOP icon
Shopify
SHOP
+$11.9M
5
DIS icon
Walt Disney
DIS
+$11.5M

Sector Composition

1 Healthcare 25.33%
2 Technology 20.88%
3 Financials 16.07%
4 Consumer Discretionary 12.77%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.46M 0.64%
654,703
+75,994
52
$9.4M 0.64%
157,575
-8,118
53
$7.91M 0.54%
509,514
-14,900
54
$6.71M 0.46%
215,508
+25,004
55
$6.65M 0.45%
77,280
56
$6.47M 0.44%
555,543
+170,206
57
$6.46M 0.44%
60,853
-9,639
58
$6.27M 0.43%
18,998
59
$6.06M 0.41%
401,883
-100
60
$5.84M 0.4%
24,920
-5,710
61
$5.6M 0.38%
29,730
-566
62
$5.47M 0.37%
14,105
63
$5.35M 0.36%
17,395
-1,915
64
$5.32M 0.36%
28,011
-1,968
65
$5.25M 0.36%
11,638
-5
66
$5.08M 0.35%
363,041
+13,799
67
$4.91M 0.33%
211,089
+22,737
68
$4.9M 0.33%
12,615
69
$4.89M 0.33%
21,449
-7,904
70
$4.82M 0.33%
118,500
-91,280
71
$4.8M 0.33%
61,657
+20,688
72
$4.7M 0.32%
14,074
-1,670
73
$4.52M 0.31%
18,730
-2,350
74
$4.39M 0.3%
393,707
+83,255
75
$4.32M 0.29%
261,946
+25,889
1 2
3
4 5