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
$1.29B
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$9.29M
3
+$8.31M
4
PNR icon
Pentair
PNR
+$7.13M
5
NOMD icon
Nomad Foods
NOMD
+$5.94M

Top Sells

1
+$20M
2
+$18.7M
3
+$15.4M
4
META icon
Meta Platforms (Facebook)
META
+$14.3M
5
TSLA icon
Tesla
TSLA
+$14.2M

Sector Composition

1 Healthcare 25.87%
2 Technology 21.69%
3 Financials 15.27%
4 Consumer Discretionary 12.93%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.3M 0.57%
70,812
-48,291
52
$7.13M 0.55%
+155,770
53
$7.03M 0.55%
74,650
-56,823
54
$7.01M 0.55%
24,920
55
$6.84M 0.53%
516,778
-38,765
56
$6.75M 0.53%
393,597
-110
57
$6.71M 0.52%
31,531
-21,745
58
$6.65M 0.52%
202,490
-81,625
59
$6.39M 0.5%
107,512
-56,156
60
$6.34M 0.49%
214,409
-1,099
61
$6.21M 0.48%
77,280
62
$6.07M 0.47%
49,861
-10,992
63
$5.84M 0.45%
14,105
64
$5.75M 0.45%
362,792
-249
65
$5.67M 0.44%
401,793
-90
66
$5.59M 0.44%
11,638
67
$5.46M 0.43%
211,089
68
$5.4M 0.42%
28,611
-3
69
$5.28M 0.41%
437,472
+99,373
70
$5.24M 0.41%
22,131
-5,880
71
$5.21M 0.41%
54,216
-99,884
72
$5.06M 0.39%
21,439
-10
73
$5.06M 0.39%
118,420
74
$4.95M 0.39%
74,435
75
$4.83M 0.38%
93,180
-25,320
1 2
3
4 5