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
$1.29B
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$9.29M
3
+$8.31M
4
PNR icon
Pentair
PNR
+$7.13M
5
NOMD icon
Nomad Foods
NOMD
+$5.94M

Top Sells

1
+$20M
2
+$18.7M
3
+$15.4M
4
META icon
Meta Platforms (Facebook)
META
+$14.3M
5
TSLA icon
Tesla
TSLA
+$14.2M

Sector Composition

1 Healthcare 25.87%
2 Technology 21.69%
3 Financials 15.27%
4 Consumer Discretionary 12.93%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.81M 0.37%
12,180
-435
77
$4.75M 0.37%
102,725
78
$4.72M 0.37%
142,266
-50
79
$4.72M 0.37%
21,537
+7,835
80
$4.71M 0.37%
406,868
-1,765
81
$4.48M 0.35%
260,336
-1,610
82
$4.47M 0.35%
48,738
-12,919
83
$4.4M 0.34%
13,952
-3,443
84
$4.34M 0.34%
15,800
85
$4.09M 0.32%
25,950
86
$4.05M 0.32%
13,600
-5,130
87
$3.87M 0.3%
10,857
-3,217
88
$3.81M 0.3%
52,760
89
$3.7M 0.29%
93,020
90
$3.6M 0.28%
226,949
-3,922
91
$3.56M 0.28%
10,532
-216
92
$3.36M 0.26%
52,531
-3,971
93
$3.28M 0.25%
60,419
-20,140
94
$3.23M 0.25%
161,542
-12,303
95
$3.05M 0.24%
606,774
+5,125
96
$3.02M 0.24%
150,510
97
$2.94M 0.23%
+52,810
98
$2.92M 0.23%
90,855
-50
99
$2.86M 0.22%
197,040
-2,179
100
$2.8M 0.22%
47,972
2 3
4
5 6