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
$2.33B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$27.3M
3
+$18.9M
4
SU icon
Suncor Energy
SU
+$17.6M
5
VTRS icon
Viatris
VTRS
+$16.4M

Top Sells

1
+$44.3M
2
+$27M
3
+$21.1M
4
PKG icon
Packaging Corp of America
PKG
+$20.4M
5
BALL icon
Ball Corp
BALL
+$19.5M

Sector Composition

1 Healthcare 17.88%
2 Consumer Discretionary 15.17%
3 Industrials 13.67%
4 Technology 13.15%
5 Financials 11.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.44M 0.36%
125,607
-7,639
77
$8.41M 0.36%
203,740
-51,383
78
$8.22M 0.35%
187,031
-310
79
$8.2M 0.35%
+211,517
80
$8.13M 0.35%
188,683
-8,213
81
$8.12M 0.35%
48,628
+1,405
82
$8.11M 0.35%
265,091
-11,590
83
$7.92M 0.34%
654,800
-20,100
84
$7.88M 0.34%
431,020
+119,561
85
$7.81M 0.33%
225,767
+36,181
86
$7.81M 0.33%
259,774
-427
87
$7.8M 0.33%
359,388
-592
88
$7.76M 0.33%
186,996
+186,476
89
$7.7M 0.33%
299,705
-13,316
90
$7.69M 0.33%
172,402
-55,202
91
$7.57M 0.32%
171,501
-9,597
92
$7.5M 0.32%
348,514
-286
93
$7.3M 0.31%
556,452
+115,714
94
$7.24M 0.31%
170,195
-282
95
$7.21M 0.31%
176,078
-9,725
96
$7.21M 0.31%
65,318
-2,617
97
$7.16M 0.31%
63,611
-2,855
98
$6.97M 0.3%
60,245
-3,474
99
$6.97M 0.3%
509,508
+148,439
100
$6.93M 0.3%
+473,037
2 3
4
5 6