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
$765M
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$3.68M
3
+$3.29M
4
BG icon
Bunge Global
BG
+$3.04M
5
TMO icon
Thermo Fisher Scientific
TMO
+$3.01M

Top Sells

1
+$13.4M
2
+$11.1M
3
+$7.11M
4
BLK icon
Blackrock
BLK
+$6.42M
5
MSCI icon
MSCI
MSCI
+$5.62M

Sector Composition

1 Healthcare 34.38%
2 Technology 18.69%
3 Financials 15.73%
4 Consumer Discretionary 8.39%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.93M 0.64%
24,920
52
$4.92M 0.64%
22,686
-61,803
53
$4.88M 0.64%
+35,913
54
$4.81M 0.63%
12,180
55
$4.76M 0.62%
35,820
+11,560
56
$4.69M 0.61%
168,662
57
$4.42M 0.58%
152,250
-15,913
58
$4.42M 0.58%
12,608
59
$4.4M 0.57%
46,260
+23,250
60
$4.34M 0.57%
47,552
-3,535
61
$4.24M 0.55%
217,429
62
$4.2M 0.55%
226,913
+1,331
63
$4.17M 0.55%
248,283
+2,933
64
$4.15M 0.54%
60,758
-3,869
65
$4.12M 0.54%
132,590
66
$4.09M 0.53%
23,810
67
$3.92M 0.51%
560,830
+2,898
68
$3.92M 0.51%
14,248
-1,003
69
$3.82M 0.5%
23,707
-7,793
70
$3.8M 0.5%
41,853
+33,571
71
$3.75M 0.49%
79,426
-71,119
72
$3.74M 0.49%
104,870
+35,230
73
$3.68M 0.48%
+119,900
74
$3.65M 0.48%
88,981
-6,361
75
$3.64M 0.48%
32,020
1 2
3
4 5