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
$1.39B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$13.7M
3
+$13.5M
4
PG icon
Procter & Gamble
PG
+$12M
5
META icon
Meta Platforms (Facebook)
META
+$6.83M

Top Sells

1
+$17.9M
2
+$15.1M
3
+$12.3M
4
CAT icon
Caterpillar
CAT
+$11.3M
5
TRU icon
TransUnion
TRU
+$7.75M

Sector Composition

1 Financials 19.36%
2 Healthcare 17.18%
3 Technology 12.88%
4 Consumer Discretionary 12.57%
5 Industrials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.54M 0.18%
71,380
-8,480
77
$2.53M 0.18%
31,790
-189,531
78
$2.48M 0.18%
61,475
+479
79
$2.44M 0.18%
14,580
-478
80
$2.38M 0.17%
243,079
+2,999
81
$2.37M 0.17%
32,669
-335
82
$2.31M 0.17%
79,752
+1,660
83
$2.22M 0.16%
58,109
-1,124
84
$2.13M 0.15%
147,231
+1,704
85
$2.11M 0.15%
305,603
+2,414
86
$2.09M 0.15%
48,579
-1,113
87
$2.07M 0.15%
122,619
-2,321
88
$2.05M 0.15%
32,681
+2,037
89
$2M 0.14%
40,186
-604
90
$1.98M 0.14%
83,776
-32
91
$1.98M 0.14%
48,059
-270
92
$1.9M 0.14%
58,774
-788
93
$1.84M 0.13%
7,041
-244
94
$1.82M 0.13%
11,104
+270
95
$1.8M 0.13%
34,177
-359
96
$1.78M 0.13%
97,649
-1,031
97
$1.76M 0.13%
29,084
-364
98
$1.72M 0.12%
+1,679
99
$1.72M 0.12%
59,454
-26,509
100
$1.68M 0.12%
71,504
-630
2 3
4
5 6