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
$1.57B
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$33.3M
3
+$26.4M
4
JWN
Nordstrom
JWN
+$17.2M
5
WPX
WPX Energy, Inc.
WPX
+$15M

Top Sells

1
+$39.3M
2
+$23.3M
3
+$23.3M
4
EGN
Energen
EGN
+$22M
5
STZ icon
Constellation Brands
STZ
+$19.9M

Sector Composition

1 Financials 20.86%
2 Healthcare 19.12%
3 Consumer Discretionary 16.89%
4 Technology 14.43%
5 Industrials 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.36M 0.21%
110,915
-12,520
77
$3.29M 0.21%
157,217
+1,198
78
$3.28M 0.21%
61,417
+488
79
$2.95M 0.19%
77,371
-4,498
80
$2.91M 0.18%
204,308
+682
81
$2.9M 0.18%
177,977
+450
82
$2.6M 0.17%
155,520
+498
83
$2.57M 0.16%
256,964
+933
84
$2.47M 0.16%
6,606
-1,147
85
$2.41M 0.15%
323,196
+906
86
$2.23M 0.14%
9,745
-1,701
87
$2.1M 0.13%
68,933
+239
88
$2.07M 0.13%
52,285
+29,454
89
$1.98M 0.13%
41,962
-2,940
90
$1.97M 0.13%
28,216
-10
91
$1.88M 0.12%
26,545
+216
92
$1.81M 0.11%
80,229
-44
93
$1.79M 0.11%
100,644
+551
94
$1.78M 0.11%
40,381
-101
95
$1.73M 0.11%
68,215
+687
96
$1.71M 0.11%
25,104
-310
97
$1.67M 0.11%
25,861
-1,367
98
$1.63M 0.1%
9,599
-3,707
99
$1.63M 0.1%
44,580
-2,344
100
$1.63M 0.1%
7,321
-1,589
2 3
4
5 6