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
$1.33B
AUM Growth
-$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.3M
3
+$8.9M
4
DXCM icon
DexCom
DXCM
+$5.03M
5
SGFY
Signify Health, Inc.
SGFY
+$4.22M

Top Sells

1
+$24.2M
2
+$15.9M
3
+$15.1M
4
SHOP icon
Shopify
SHOP
+$10.9M
5
MRK icon
Merck
MRK
+$9.72M

Sector Composition

1 Healthcare 26.29%
2 Technology 17.33%
3 Financials 16.24%
4 Consumer Discretionary 14.32%
5 Communication Services 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.91M 0.37%
12,180
77
$4.9M 0.37%
21,330
78
$4.82M 0.36%
157,944
+649
79
$4.81M 0.36%
19,512
-219
80
$4.71M 0.36%
90,480
81
$4.66M 0.35%
3,162
-6,101
82
$4.63M 0.35%
219,981
-14,288
83
$4.45M 0.34%
15,800
84
$4.44M 0.33%
163,665
+146,240
85
$4.35M 0.33%
12,230
+1,191
86
$4.22M 0.32%
+144,346
87
$4.15M 0.31%
540,726
-23,697
88
$3.99M 0.3%
53,532
+4,640
89
$3.88M 0.29%
32,794
+2,554
90
$3.79M 0.29%
52,760
91
$3.71M 0.28%
208,600
-6,625
92
$3.65M 0.27%
136,519
-4,283
93
$3.49M 0.26%
53,560
-12,600
94
$3.43M 0.26%
87,920
95
$3.42M 0.26%
26,150
96
$3.36M 0.25%
150,510
97
$3.35M 0.25%
180,171
-8,784
98
$3.23M 0.24%
44,533
-1,427
99
$3.22M 0.24%
164,806
-11,211
100
$3.17M 0.24%
143,310
2 3
4
5 6