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
$1.24B
AUM Growth
-$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.8M
3
+$7.86M
4
TSLA icon
Tesla
TSLA
+$7.5M
5
TD icon
Toronto Dominion Bank
TD
+$7.18M

Top Sells

1
+$21.8M
2
+$20.1M
3
+$11.2M
4
SHOP icon
Shopify
SHOP
+$6.03M
5
ACN icon
Accenture
ACN
+$5.4M

Sector Composition

1 Healthcare 22.87%
2 Technology 20.35%
3 Financials 16.49%
4 Consumer Discretionary 13.22%
5 Communication Services 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.6M 0.29%
188,352
77
$3.36M 0.27%
97,660
-8,763
78
$3.34M 0.27%
93,020
79
$3.32M 0.27%
52,760
80
$3.29M 0.26%
236,057
+40,293
81
$3.21M 0.26%
118,420
82
$3.13M 0.25%
+18,940
83
$3.02M 0.24%
175,254
-64,160
84
$2.94M 0.24%
90,944
-5,292
85
$2.85M 0.23%
+47,972
86
$2.85M 0.23%
32,579
-196
87
$2.84M 0.23%
669,061
-1,891
88
$2.82M 0.23%
61,957
-196
89
$2.82M 0.23%
310,452
-2,420
90
$2.8M 0.23%
25,950
+10,000
91
$2.77M 0.22%
55,710
-7,082
92
$2.71M 0.22%
70,492
-488
93
$2.63M 0.21%
10,879
-26
94
$2.61M 0.21%
74,435
95
$2.59M 0.21%
338,836
+39,791
96
$2.55M 0.2%
59,293
-3,315
97
$2.5M 0.2%
214,517
-2,178
98
$2.46M 0.2%
98,656
-2,936
99
$2.41M 0.19%
15,800
100
$2.39M 0.19%
+142,366
2 3
4
5 6