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
$2.44B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$22.9M
3
+$21M
4
KKR icon
KKR & Co
KKR
+$19.9M
5
TSM icon
TSMC
TSM
+$19.6M

Top Sells

1
+$39.1M
2
+$30.3M
3
+$25.8M
4
HIMX
Himax Technologies
HIMX
+$20.4M
5
JPM icon
JPMorgan Chase
JPM
+$17.9M

Sector Composition

1 Consumer Discretionary 16.25%
2 Financials 14.98%
3 Technology 12.96%
4 Industrials 12.64%
5 Healthcare 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.03M 0.25%
380,186
-2,217
102
$5.98M 0.25%
143,613
+132,015
103
$5.96M 0.24%
68,285
-453
104
$5.93M 0.24%
+50,036
105
$5.87M 0.24%
529,140
-3,107
106
$5.87M 0.24%
138,500
+46,195
107
$5.87M 0.24%
365,924
-2,147
108
$5.76M 0.24%
249,005
-1,054
109
$5.69M 0.23%
453,063
-2,648
110
$5.68M 0.23%
249,076
-1,481
111
$5.67M 0.23%
42,300
-139
112
$5.61M 0.23%
63,141
-416
113
$5.54M 0.23%
+453,396
114
$5.54M 0.23%
105,948
-706
115
$5.47M 0.22%
41,887
-16,860
116
$5.45M 0.22%
+97,976
117
$5.34M 0.22%
401,784
-2,361
118
$5.32M 0.22%
+71,600
119
$5.3M 0.22%
54,631
-360
120
$5.24M 0.21%
+218,884
121
$5.11M 0.21%
74,934
-903
122
$5.1M 0.21%
145,078
-83,074
123
$5.09M 0.21%
68,420
-452
124
$4.98M 0.2%
+209,609
125
$4.8M 0.2%
100,926
-666
3 4
5
6 7