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
$1B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.01M
3
+$6.76M
4
EOG icon
EOG Resources
EOG
+$6.51M
5
HSY icon
Hershey
HSY
+$5.89M

Top Sells

1
+$19.8M
2
+$15.2M
3
+$11.2M
4
TT icon
Trane Technologies
TT
+$8.09M
5
ETSY icon
Etsy
ETSY
+$7.56M

Sector Composition

1 Healthcare 32.65%
2 Technology 19.28%
3 Financials 17.03%
4 Consumer Discretionary 8.73%
5 Materials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.51M 0.45%
104,700
77
$4.49M 0.45%
23,810
78
$4.48M 0.45%
132,590
79
$4.43M 0.44%
40,920
80
$4.32M 0.43%
15,807
-11
81
$4.15M 0.41%
32,020
82
$4.06M 0.4%
183,496
+1,591
83
$3.88M 0.39%
26,150
84
$3.72M 0.37%
+177,980
85
$3.62M 0.36%
10,120
+11
86
$3.56M 0.36%
+34,350
87
$3.32M 0.33%
24,260
88
$3.3M 0.33%
25,071
+259
89
$3.26M 0.32%
40,290
90
$3.2M 0.32%
61,475
91
$3.12M 0.31%
143,310
92
$3.09M 0.31%
6,791
-24
93
$3.07M 0.31%
59,810
94
$3M 0.3%
150,510
95
$2.96M 0.29%
68,569
+787
96
$2.96M 0.29%
205,337
+222
97
$2.95M 0.29%
19,681
+864
98
$2.86M 0.28%
120,564
+21,656
99
$2.84M 0.28%
5,103
+1,566
100
$2.82M 0.28%
42,473
-803
2 3
4
5 6