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
$1.43B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$10.8M
3
+$10.2M
4
NTR icon
Nutrien
NTR
+$10.2M
5
ELV icon
Elevance Health
ELV
+$7.18M

Top Sells

1
+$10.8M
2
+$10.8M
3
+$8.44M
4
PENN icon
PENN Entertainment
PENN
+$8.22M
5
NUAN
Nuance Communications, Inc.
NUAN
+$6.18M

Sector Composition

1 Healthcare 26.65%
2 Financials 17.73%
3 Technology 17.01%
4 Consumer Discretionary 13.77%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.03M 0.63%
112,010
-8,160
52
$8.51M 0.6%
18,525
+2,373
53
$8.26M 0.58%
34,090
+3,410
54
$7.99M 0.56%
560,207
+94,063
55
$7.96M 0.56%
23,205
-2,490
56
$7.85M 0.55%
191,015
-3,498
57
$7.75M 0.54%
24,920
58
$7.38M 0.52%
35,848
-1,661
59
$7.2M 0.5%
43,286
-8,799
60
$7.18M 0.5%
+18,810
61
$7.16M 0.5%
19,950
+4,150
62
$7.07M 0.49%
93,020
63
$6.96M 0.49%
103,090
-5,660
64
$6.96M 0.49%
451,095
-8,872
65
$6.75M 0.47%
16,804
-12,563
66
$6.5M 0.46%
292,270
67
$6.28M 0.44%
110,070
-10,630
68
$6.25M 0.44%
14,105
69
$6.09M 0.43%
11,423
-667
70
$5.97M 0.42%
55,960
71
$5.91M 0.41%
242,110
+78,445
72
$5.85M 0.41%
342,976
-6,765
73
$5.78M 0.4%
158,732
+788
74
$5.73M 0.4%
12,180
75
$5.57M 0.39%
18,168
-1,344
1 2
3
4 5