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
$1.4B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$13.7M
3
+$9.62M
4
LAD icon
Lithia Motors
LAD
+$9.31M
5
PENN icon
PENN Entertainment
PENN
+$9.01M

Top Sells

1
+$33.8M
2
+$12.5M
3
+$11.3M
4
FIS icon
Fidelity National Information Services
FIS
+$8.98M
5
LVGO
Livongo Health, Inc. Common Stock
LVGO
+$7.42M

Sector Composition

1 Healthcare 26.46%
2 Technology 20.87%
3 Financials 15.59%
4 Consumer Discretionary 14.16%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.31M 0.66%
+31,814
52
$9.25M 0.66%
400,650
-1,143
53
$9.14M 0.65%
105,868
-1,644
54
$9.02M 0.64%
38,768
-842
55
$9.01M 0.64%
+104,367
56
$8.74M 0.62%
343,724
-1,099
57
$8.22M 0.59%
154,750
-1,020
58
$7.97M 0.57%
331,790
-61,807
59
$7.64M 0.54%
42,919
-6,942
60
$7.26M 0.52%
31,321
-210
61
$6.81M 0.49%
481,703
-35,075
62
$6.78M 0.48%
24,920
63
$6.66M 0.47%
25,756
-129
64
$6.59M 0.47%
19,865
-8,746
65
$6.51M 0.46%
201,876
-12,533
66
$6.33M 0.45%
120,700
+17,975
67
$6.27M 0.45%
55,080
-15,732
68
$6.25M 0.45%
141,650
-616
69
$6.2M 0.44%
77,280
70
$6.18M 0.44%
11,600
-38
71
$5.79M 0.41%
14,105
72
$5.72M 0.41%
21,330
-109
73
$5.67M 0.4%
187,461
-23,628
74
$5.65M 0.4%
341,023
-21,769
75
$5.64M 0.4%
118,420
1 2
3
4 5