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
$1B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.01M
3
+$6.76M
4
EOG icon
EOG Resources
EOG
+$6.51M
5
HSY icon
Hershey
HSY
+$5.89M

Top Sells

1
+$19.8M
2
+$15.2M
3
+$11.2M
4
TT icon
Trane Technologies
TT
+$8.09M
5
ETSY icon
Etsy
ETSY
+$7.56M

Sector Composition

1 Healthcare 32.65%
2 Technology 19.28%
3 Financials 17.03%
4 Consumer Discretionary 8.73%
5 Materials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.51M 0.65%
+54,589
52
$6.5M 0.65%
47,670
53
$6.49M 0.65%
51,087
-1,535
54
$6.42M 0.64%
8,395
+117
55
$6.32M 0.63%
19,791
-210
56
$6.3M 0.63%
168,163
-142
57
$6.14M 0.61%
14,105
58
$5.98M 0.6%
93,020
59
$5.89M 0.59%
+27,199
60
$5.88M 0.59%
11,600
61
$5.75M 0.57%
12,180
62
$5.72M 0.57%
74,435
63
$5.62M 0.56%
11,185
+3
64
$5.59M 0.56%
18,812
+3,619
65
$5.43M 0.54%
141,691
+1,929
66
$5.43M 0.54%
31,588
+335
67
$5.29M 0.53%
24,920
68
$5.25M 0.52%
225,582
+1,193
69
$5.08M 0.51%
64,627
-5,089
70
$4.9M 0.49%
95,342
-234
71
$4.82M 0.48%
168,662
72
$4.81M 0.48%
245,350
+36,593
73
$4.76M 0.47%
+211,570
74
$4.62M 0.46%
557,932
+1,280
75
$4.58M 0.46%
15,251
-11
1 2
3
4 5