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
$1.54B
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$22M
3
+$18.3M
4
PENN icon
PENN Entertainment
PENN
+$11.9M
5
ISRG icon
Intuitive Surgical
ISRG
+$11.8M

Top Sells

1
+$33.7M
2
+$27.1M
3
+$27M
4
CPA icon
Copa Holdings
CPA
+$19.3M
5
XEC
CIMAREX ENERGY CO
XEC
+$18.3M

Sector Composition

1 Financials 22.62%
2 Consumer Discretionary 20.63%
3 Technology 14.65%
4 Healthcare 14.34%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.66M 0.24%
178,913
+14,090
77
$3.5M 0.23%
257,061
+6,680
78
$3.44M 0.22%
191,576
-30,501
79
$3.13M 0.2%
+53,300
80
$3.11M 0.2%
156,019
+10,926
81
$3.08M 0.2%
60,929
+3,299
82
$3.04M 0.2%
7,753
-10,790
83
$2.97M 0.19%
177,527
+16,449
84
$2.94M 0.19%
256,031
+23,876
85
$2.94M 0.19%
203,626
+19,048
86
$2.78M 0.18%
11,446
+862
87
$2.64M 0.17%
155,022
+14,987
88
$2.63M 0.17%
81,869
-65,039
89
$2.36M 0.15%
44,902
-2,062
90
$2.26M 0.15%
322,290
+29,862
91
$2.18M 0.14%
13,306
+3,600
92
$1.98M 0.13%
28,226
+19,964
93
$1.96M 0.13%
68,694
+3,450
94
$1.87M 0.12%
26,329
+1,360
95
$1.76M 0.11%
25,414
+4,196
96
$1.75M 0.11%
8,910
-22,852
97
$1.75M 0.11%
100,093
+5,254
98
$1.74M 0.11%
40,482
+1,833
99
$1.74M 0.11%
27,590
+1,417
100
$1.71M 0.11%
80,273
+4,181
2 3
4
5 6