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
$778M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$6.86M
3
+$5.37M
4
AVGO icon
Broadcom
AVGO
+$5.37M
5
GD icon
General Dynamics
GD
+$5.07M

Top Sells

1
+$5.09M
2
+$4.75M
3
+$4.2M
4
DE icon
Deere & Co
DE
+$3.67M
5
CSX icon
CSX Corp
CSX
+$3.54M

Sector Composition

1 Healthcare 33.32%
2 Technology 21.54%
3 Financials 15.66%
4 Consumer Discretionary 8%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.69M 0.73%
20,086
52
$5.67M 0.73%
48,008
-504
53
$5.62M 0.72%
31,400
+18,508
54
$5.52M 0.71%
70,800
55
$5.18M 0.67%
12,615
-1,750
56
$5.08M 0.65%
3,235
+12
57
$5.07M 0.65%
+19,531
58
$5.03M 0.65%
149,162
59
$5.01M 0.64%
231,966
+32,844
60
$4.88M 0.63%
146,155
-790
61
$4.74M 0.61%
40,854
-360
62
$4.73M 0.61%
27,684
-204
63
$4.7M 0.6%
65,835
64
$4.6M 0.59%
62,590
65
$4.57M 0.59%
77,656
-200
66
$4.37M 0.56%
31,720
67
$4.32M 0.55%
12,100
68
$4.28M 0.55%
13,970
+3,110
69
$4.24M 0.54%
22,020
70
$4.15M 0.53%
21,010
71
$4.13M 0.53%
53,809
-61
72
$4.02M 0.52%
18,270
73
$3.82M 0.49%
35,016
-30,104
74
$3.73M 0.48%
8,739
-297
75
$3.7M 0.48%
12,493
+3
1 2
3
4 5