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
$737M
AUM Growth
-$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$6.27M
3
+$6.13M
4
CNC icon
Centene
CNC
+$5.83M
5
LNG icon
Cheniere Energy
LNG
+$5.6M

Top Sells

1
+$9.24M
2
+$4.15M
3
+$3.92M
4
META icon
Meta Platforms (Facebook)
META
+$3.82M
5
MOS icon
The Mosaic Company
MOS
+$3.75M

Sector Composition

1 Healthcare 37.29%
2 Technology 17.72%
3 Financials 14.29%
4 Consumer Discretionary 8.05%
5 Consumer Staples 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.36M 0.46%
20,958
+10,692
77
$3.35M 0.45%
104,700
78
$3.25M 0.44%
180,630
-4,200
79
$3.22M 0.44%
211,570
80
$3.2M 0.43%
150,510
81
$3.15M 0.43%
177,980
82
$3.07M 0.42%
15,763
-17
83
$3.06M 0.42%
29,183
-174
84
$3.01M 0.41%
16,060
85
$2.95M 0.4%
12,773
+6,104
86
$2.9M 0.39%
40,920
87
$2.85M 0.39%
10,005
-113
88
$2.83M 0.38%
+83,110
89
$2.79M 0.38%
32,020
90
$2.77M 0.38%
46,880
+34,880
91
$2.75M 0.37%
34,080
-80
92
$2.72M 0.37%
43,474
+10,525
93
$2.71M 0.37%
49,480
+7,292
94
$2.64M 0.36%
31,497
-16,055
95
$2.6M 0.35%
132,590
96
$2.54M 0.35%
13,590
97
$2.29M 0.31%
200,436
-6,523
98
$2.22M 0.3%
59,810
99
$2.02M 0.27%
119,443
-2,334
100
$2.02M 0.27%
15,066
+4,503
2 3
4
5 6