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
$755M
AUM Growth
+$8.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.36M
3
+$6.03M
4
NVDA icon
NVIDIA
NVDA
+$4.42M
5
FMX icon
Fomento Económico Mexicano
FMX
+$4.35M

Top Sells

1
+$10.4M
2
+$6.48M
3
+$5.66M
4
BAC icon
Bank of America
BAC
+$5.65M
5
NFG icon
National Fuel Gas
NFG
+$5.48M

Sector Composition

1 Healthcare 37.33%
2 Technology 20.76%
3 Financials 14.08%
4 Consumer Discretionary 6.84%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.37M 0.71%
12,180
52
$5.36M 0.71%
168,662
53
$5.3M 0.7%
45,580
54
$5.29M 0.7%
63,150
-532
55
$5.21M 0.69%
33,079
-388
56
$5.19M 0.69%
176,735
-1,860
57
$5.19M 0.69%
54,296
+566
58
$5.07M 0.67%
35,820
59
$5.03M 0.67%
78,380
-1,800
60
$4.89M 0.65%
49,262
-12,651
61
$4.85M 0.64%
15,220
62
$4.85M 0.64%
22,686
63
$4.58M 0.61%
24,920
64
$4.35M 0.58%
+45,716
65
$4.31M 0.57%
143,915
-7,417
66
$4.24M 0.56%
3,218
+68
67
$4.22M 0.56%
242,340
68
$4.08M 0.54%
150,510
69
$4M 0.53%
63,529
-85,775
70
$3.96M 0.52%
23,810
71
$3.89M 0.52%
119,900
72
$3.82M 0.51%
208,976
-2,434
73
$3.51M 0.46%
12,552
-235
74
$3.39M 0.45%
104,870
75
$3.36M 0.45%
48,398
-996
1 2
3
4 5