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
$778M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$6.86M
3
+$5.37M
4
AVGO icon
Broadcom
AVGO
+$5.37M
5
GD icon
General Dynamics
GD
+$5.07M

Top Sells

1
+$5.09M
2
+$4.75M
3
+$4.2M
4
DE icon
Deere & Co
DE
+$3.67M
5
CSX icon
CSX Corp
CSX
+$3.54M

Sector Composition

1 Healthcare 33.32%
2 Technology 21.54%
3 Financials 15.66%
4 Consumer Discretionary 8%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.6M 0.46%
133,110
77
$3.5M 0.45%
106,100
78
$3.4M 0.44%
166,689
-147
79
$2.97M 0.38%
183,610
+45,260
80
$2.9M 0.37%
122,548
+86
81
$2.9M 0.37%
17,895
-570
82
$2.84M 0.36%
193,726
-1,032
83
$2.78M 0.36%
6,065
84
$2.7M 0.35%
10,982
-102
85
$2.68M 0.34%
117,290
86
$2.67M 0.34%
36,070
+12,770
87
$2.58M 0.33%
172,572
-2,137
88
$2.52M 0.32%
421,521
-5,133
89
$2.43M 0.31%
+69,740
90
$2.35M 0.3%
3,936
-717
91
$2.28M 0.29%
34,460
92
$2.28M 0.29%
99,140
93
$2.23M 0.29%
81,610
94
$2.2M 0.28%
26,760
95
$2.15M 0.28%
25,904
+257
96
$2.13M 0.27%
19,940
+6,870
97
$2.13M 0.27%
+78,080
98
$2.02M 0.26%
20,389
+284
99
$2.02M 0.26%
134,380
-735
100
$1.98M 0.25%
+24,325
2 3
4
5 6