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
$755M
AUM Growth
+$8.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.36M
3
+$6.03M
4
NVDA icon
NVIDIA
NVDA
+$4.42M
5
FMX icon
Fomento Económico Mexicano
FMX
+$4.35M

Top Sells

1
+$10.4M
2
+$6.48M
3
+$5.66M
4
BAC icon
Bank of America
BAC
+$5.65M
5
NFG icon
National Fuel Gas
NFG
+$5.48M

Sector Composition

1 Healthcare 37.33%
2 Technology 20.76%
3 Financials 14.08%
4 Consumer Discretionary 6.84%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.36M 0.44%
9,239
-407
77
$3.24M 0.43%
172,790
-1,272
78
$3.24M 0.43%
+100,360
79
$3.22M 0.43%
+135,510
80
$3.17M 0.42%
455,327
-57,924
81
$3.1M 0.41%
112,140
82
$3.04M 0.4%
40,920
83
$2.83M 0.37%
219,253
-180,615
84
$2.8M 0.37%
132,590
85
$2.78M 0.37%
203,543
-28,625
86
$2.76M 0.37%
211,570
87
$2.72M 0.36%
+156,450
88
$2.67M 0.35%
32,320
89
$2.55M 0.34%
186,881
-2,278
90
$2.44M 0.32%
30,260
91
$2.33M 0.31%
44,825
+11,713
92
$2.32M 0.31%
14,579
-364
93
$2.32M 0.31%
18,860
-800
94
$2.29M 0.3%
13,590
95
$2.27M 0.3%
11,260
-4,164
96
$2.24M 0.3%
6,000
-15,200
97
$2.17M 0.29%
13,278
-7,686
98
$2.1M 0.28%
139,825
-647
99
$2.04M 0.27%
114,989
+723
100
$1.99M 0.26%
61,475
2 3
4
5 6