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
$2.44B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$22.9M
3
+$21M
4
KKR icon
KKR & Co
KKR
+$19.9M
5
TSM icon
TSMC
TSM
+$19.6M

Top Sells

1
+$39.1M
2
+$30.3M
3
+$25.8M
4
HIMX
Himax Technologies
HIMX
+$20.4M
5
JPM icon
JPMorgan Chase
JPM
+$17.9M

Sector Composition

1 Consumer Discretionary 16.25%
2 Financials 14.98%
3 Technology 12.96%
4 Industrials 12.64%
5 Healthcare 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.39M 0.34%
140,238
+30,209
77
$8.31M 0.34%
223,508
-22,428
78
$8.18M 0.34%
65,295
+20,939
79
$8.14M 0.33%
403,624
-12,469
80
$8.06M 0.33%
475,728
-2,278
81
$7.72M 0.32%
115,316
-84,124
82
$7.71M 0.32%
324,449
+54,743
83
$7.7M 0.32%
201,455
-1,183
84
$7.6M 0.31%
222,166
+19,879
85
$7.5M 0.31%
512,317
-3,006
86
$7.33M 0.3%
129,806
-21,474
87
$7.26M 0.3%
+880,389
88
$7.1M 0.29%
1,088,932
-22,550
89
$7.02M 0.29%
1,181,287
+200,427
90
$6.94M 0.28%
271,481
+59,698
91
$6.9M 0.28%
257,898
+165,983
92
$6.86M 0.28%
+750,671
93
$6.85M 0.28%
164,370
-1,087
94
$6.71M 0.28%
902,505
+56,144
95
$6.65M 0.27%
135,426
-1,017
96
$6.64M 0.27%
46,305
-40,683
97
$6.47M 0.27%
75,324
-800
98
$6.33M 0.26%
60,460
+2
99
$6.2M 0.25%
188,752
-1,111
100
$6.2M 0.25%
358,954
+137,193
2 3
4
5 6