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
$1.33B
AUM Growth
-$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.3M
3
+$8.9M
4
DXCM icon
DexCom
DXCM
+$5.03M
5
SGFY
Signify Health, Inc.
SGFY
+$4.22M

Top Sells

1
+$24.2M
2
+$15.9M
3
+$15.1M
4
SHOP icon
Shopify
SHOP
+$10.9M
5
MRK icon
Merck
MRK
+$9.72M

Sector Composition

1 Healthcare 26.29%
2 Technology 17.33%
3 Financials 16.24%
4 Consumer Discretionary 14.32%
5 Communication Services 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.44M 0.64%
22,816
-1,556
52
$8.22M 0.62%
78,417
-25,950
53
$7.62M 0.57%
194,513
-7,363
54
$7.56M 0.57%
37,509
-5,410
55
$7.21M 0.54%
292,270
-39,520
56
$7.05M 0.53%
31,085
-7,683
57
$6.95M 0.52%
118,420
58
$6.78M 0.51%
108,750
-46,000
59
$6.72M 0.51%
459,967
-21,736
60
$6.53M 0.49%
120,700
61
$6.51M 0.49%
328,336
-12,687
62
$6.51M 0.49%
24,920
63
$6.42M 0.48%
466,144
+47,566
64
$6.18M 0.47%
141,650
65
$5.99M 0.45%
186,231
-1,230
66
$5.98M 0.45%
93,020
67
$5.93M 0.45%
30,680
+4,730
68
$5.91M 0.45%
14,105
69
$5.75M 0.43%
74,000
-204,203
70
$5.61M 0.42%
349,741
-19,482
71
$5.54M 0.42%
74,435
72
$5.33M 0.4%
11,600
73
$5.26M 0.4%
16,152
-3,713
74
$5.07M 0.38%
12,090
-132
75
$5.03M 0.38%
+55,960
1 2
3
4 5