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
$1.12B
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$6.93M
3
+$6.6M
4
GNRC icon
Generac Holdings
GNRC
+$5.35M
5
DXCM icon
DexCom
DXCM
+$5.26M

Top Sells

1
+$8.39M
2
+$7.61M
3
+$6.16M
4
CASY icon
Casey's General Stores
CASY
+$5.87M
5
ROKU icon
Roku
ROKU
+$5.74M

Sector Composition

1 Healthcare 34.33%
2 Technology 18.06%
3 Financials 15.57%
4 Consumer Discretionary 13%
5 Materials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.97M 0.62%
420,103
-1,145
52
$6.93M 0.62%
+20,001
53
$6.88M 0.62%
66,540
-39,910
54
$6.85M 0.61%
11,182
-24
55
$6.81M 0.61%
52,622
-1,087
56
$6.79M 0.61%
172,927
-621
57
$6.76M 0.6%
161,315
-315
58
$6.54M 0.58%
14,105
59
$6.37M 0.57%
24,920
60
$6.33M 0.57%
168,305
-728
61
$6.25M 0.56%
21,330
62
$6.2M 0.55%
95,576
-505
63
$6.14M 0.55%
11,600
64
$5.99M 0.54%
12,180
65
$5.9M 0.53%
34,506
-16
66
$5.81M 0.52%
23,810
67
$5.78M 0.52%
32,020
68
$5.7M 0.51%
74,435
69
$5.59M 0.5%
132,590
70
$5.35M 0.48%
+15,193
71
$5.29M 0.47%
40,920
72
$5.26M 0.47%
84,780
-67
73
$5.25M 0.47%
224,389
-1,618
74
$5.2M 0.47%
+31,253
75
$4.9M 0.44%
52,760
1 2
3
4 5