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
$748M
AUM Growth
-$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$4.11M
3
+$2.81M
4
BWXT icon
BWX Technologies
BWXT
+$2.55M
5
INSP icon
Inspire Medical Systems
INSP
+$2.49M

Top Sells

1
+$9.18M
2
+$7.35M
3
+$6.68M
4
BG icon
Bunge Global
BG
+$5.19M
5
ELV icon
Elevance Health
ELV
+$4.43M

Sector Composition

1 Healthcare 32.69%
2 Technology 23.08%
3 Financials 14.48%
4 Consumer Discretionary 8.13%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.21M 0.43%
106,100
-13,800
77
$3.21M 0.43%
217,068
-2,185
78
$3.11M 0.42%
55,229
-8,300
79
$2.96M 0.4%
36,220
-4,700
80
$2.8M 0.37%
202,176
-1,367
81
$2.79M 0.37%
450,417
-4,910
82
$2.75M 0.37%
88,760
-11,600
83
$2.72M 0.36%
6,087
-16,439
84
$2.7M 0.36%
18,684
-176
85
$2.69M 0.36%
184,701
-2,180
86
$2.59M 0.35%
99,140
-13,000
87
$2.55M 0.34%
+35,699
88
$2.49M 0.33%
+7,670
89
$2.49M 0.33%
126,231
+11,242
90
$2.41M 0.32%
117,290
-15,300
91
$2.38M 0.32%
5,073
-46
92
$2.36M 0.32%
26,760
-3,500
93
$2.34M 0.31%
6,000
94
$2.31M 0.31%
4,715
-53
95
$2.27M 0.3%
11,102
-158
96
$2.23M 0.3%
12,848
-430
97
$2.22M 0.3%
138,350
-18,100
98
$2.19M 0.29%
+23,300
99
$2.18M 0.29%
44,905
+80
100
$2.08M 0.28%
119,810
-15,700
2 3
4
5 6