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
$1.47B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15.4M
3
+$14.3M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$13.5M
5
RTX icon
RTX Corp
RTX
+$12.3M

Top Sells

1
+$19.5M
2
+$16.6M
3
+$15.8M
4
SHOP icon
Shopify
SHOP
+$11.9M
5
DIS icon
Walt Disney
DIS
+$11.5M

Sector Composition

1 Healthcare 25.33%
2 Technology 20.88%
3 Financials 16.07%
4 Consumer Discretionary 12.77%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.29M 0.29%
173,845
-1,409
77
$4.28M 0.29%
408,633
+69,797
78
$4.25M 0.29%
88,485
-191,057
79
$4.25M 0.29%
64,630
+8,920
80
$4.24M 0.29%
74,435
81
$4.24M 0.29%
118,420
82
$4.17M 0.28%
+338,099
83
$4.04M 0.28%
88,799
+49,105
84
$4M 0.27%
102,725
+5,065
85
$3.99M 0.27%
53,015
+115
86
$3.78M 0.26%
93,020
87
$3.7M 0.25%
230,871
+16,354
88
$3.68M 0.25%
25,950
89
$3.67M 0.25%
80,559
-10,385
90
$3.62M 0.25%
52,760
91
$3.6M 0.25%
142,316
-50
92
$3.59M 0.24%
15,800
93
$3.45M 0.24%
60,860
-1,097
94
$3.33M 0.23%
28,614
-3,965
95
$3.33M 0.23%
150,510
96
$3.18M 0.22%
10,748
-131
97
$3.18M 0.22%
16,490
-2,450
98
$3.11M 0.21%
56,502
-2,791
99
$3.07M 0.21%
601,649
-67,412
100
$3.05M 0.21%
47,972
2 3
4
5 6