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
$712M
AUM Growth
-$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.49M
3
+$4.24M
4
ANET icon
Arista Networks
ANET
+$3.58M
5
DE icon
Deere & Co
DE
+$2.8M

Top Sells

1
+$5.85M
2
+$5.54M
3
+$5.13M
4
PODD icon
Insulet
PODD
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$3.31M

Sector Composition

1 Healthcare 32.73%
2 Technology 21.4%
3 Financials 15.94%
4 Consumer Discretionary 8.34%
5 Communication Services 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.86M 0.68%
11,108
52
$4.83M 0.68%
149,162
53
$4.73M 0.66%
43,294
-5,877
54
$4.63M 0.65%
27,888
-1,677
55
$4.57M 0.64%
65,835
56
$4.48M 0.63%
22,020
57
$4.47M 0.63%
146,945
-9,320
58
$4.38M 0.61%
35,153
-1,636
59
$4.24M 0.6%
+12,100
60
$4.2M 0.59%
53,872
-3,053
61
$4.18M 0.59%
664,153
-18,991
62
$4.12M 0.58%
7,675
+2,602
63
$4.09M 0.57%
3,223
-200
64
$4.07M 0.57%
199,122
-8,374
65
$4.04M 0.57%
53,870
+18,171
66
$4.01M 0.56%
18,270
67
$3.9M 0.55%
62,590
68
$3.87M 0.54%
31,720
69
$3.84M 0.54%
8,830
70
$3.67M 0.52%
9,721
+7,417
71
$3.66M 0.51%
21,010
72
$3.58M 0.5%
+77,856
73
$3.58M 0.5%
9,036
-120
74
$3.54M 0.5%
115,115
-15,477
75
$3.36M 0.47%
166,836
-5,788
1 2
3
4 5