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
$748M
AUM Growth
-$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$4.11M
3
+$2.81M
4
BWXT icon
BWX Technologies
BWXT
+$2.55M
5
INSP icon
Inspire Medical Systems
INSP
+$2.49M

Top Sells

1
+$9.18M
2
+$7.35M
3
+$6.68M
4
BG icon
Bunge Global
BG
+$5.19M
5
ELV icon
Elevance Health
ELV
+$4.43M

Sector Composition

1 Healthcare 32.69%
2 Technology 23.08%
3 Financials 14.48%
4 Consumer Discretionary 8.13%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.13M 0.69%
36,965
-4,427
52
$5.12M 0.68%
156,265
-20,470
53
$5.1M 0.68%
56,925
-6,225
54
$5.03M 0.67%
20,086
-2,600
55
$5M 0.67%
+36,789
56
$4.85M 0.65%
149,162
-19,500
57
$4.63M 0.62%
62,590
-8,200
58
$4.53M 0.61%
43,751
-5,511
59
$4.5M 0.6%
29,565
-3,514
60
$4.46M 0.6%
31,720
-4,100
61
$4.45M 0.6%
130,592
-13,323
62
$4.35M 0.58%
22,020
-2,900
63
$4.26M 0.57%
45,140
+12,820
64
$4.11M 0.55%
+18,270
65
$4.05M 0.54%
3,423
+205
66
$3.92M 0.52%
8,830
-9,980
67
$3.88M 0.52%
207,496
-1,480
68
$3.87M 0.52%
13,420
-1,800
69
$3.72M 0.5%
12,458
-94
70
$3.62M 0.48%
21,010
-2,800
71
$3.6M 0.48%
9,156
-83
72
$3.48M 0.46%
214,340
-28,000
73
$3.43M 0.46%
47,883
-515
74
$3.35M 0.45%
172,624
-166
75
$3.27M 0.44%
133,110
-17,400
1 2
3
4 5