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
$1.23B
AUM Growth
-$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$16.5M
3
+$14.9M
4
PG icon
Procter & Gamble
PG
+$13.1M
5
CVS icon
CVS Health
CVS
+$12.3M

Top Sells

1
+$19.2M
2
+$18.8M
3
+$17.2M
4
BAP icon
Credicorp
BAP
+$16.2M
5
WPX
WPX Energy, Inc.
WPX
+$15M

Sector Composition

1 Financials 21%
2 Healthcare 20.32%
3 Technology 12.67%
4 Industrials 11.71%
5 Consumer Discretionary 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.98M 0.24%
170,939
+13,722
77
$2.68M 0.22%
48,109
+19,893
78
$2.49M 0.2%
191,218
-13,090
79
$2.35M 0.19%
85,963
+17,030
80
$2.32M 0.19%
60,996
+8,711
81
$2.16M 0.18%
240,080
-16,884
82
$2.14M 0.17%
79,860
+13,800
83
$2.11M 0.17%
11,191
+3,870
84
$2.08M 0.17%
59,233
+11,530
85
$2.08M 0.17%
15,058
+5,090
86
$2.04M 0.17%
164,301
-13,676
87
$2.02M 0.16%
78,092
-5,832
88
$1.93M 0.16%
303,189
-20,007
89
$1.88M 0.15%
33,004
+6,459
90
$1.83M 0.15%
49,692
+9,311
91
$1.81M 0.15%
83,808
+15,593
92
$1.8M 0.15%
145,527
-9,993
93
$1.78M 0.14%
30,644
+5,540
94
$1.78M 0.14%
124,940
+24,296
95
$1.68M 0.14%
29,448
+5,780
96
$1.67M 0.14%
48,329
+9,699
97
$1.65M 0.13%
59,562
+11,847
98
$1.63M 0.13%
34,536
+6,861
99
$1.62M 0.13%
40,790
+8,170
100
$1.55M 0.13%
98,680
+18,451
2 3
4
5 6