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
$2.33B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$27.3M
3
+$18.9M
4
SU icon
Suncor Energy
SU
+$17.6M
5
VTRS icon
Viatris
VTRS
+$16.4M

Top Sells

1
+$44.3M
2
+$27M
3
+$21.1M
4
PKG icon
Packaging Corp of America
PKG
+$20.4M
5
BALL icon
Ball Corp
BALL
+$19.5M

Sector Composition

1 Healthcare 17.88%
2 Consumer Discretionary 15.17%
3 Industrials 13.67%
4 Technology 13.15%
5 Financials 11.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.91M 0.3%
273,609
-427
102
$6.89M 0.29%
+71,381
103
$6.88M 0.29%
237,585
-20,110
104
$6.88M 0.29%
445,545
-698
105
$6.79M 0.29%
455,304
-754
106
$6.74M 0.29%
96,859
-48,539
107
$6.72M 0.29%
+90,503
108
$6.53M 0.28%
+344,096
109
$6.51M 0.28%
121,392
-7,400
110
$6.49M 0.28%
75,545
-128
111
$6.47M 0.28%
137,409
+93,813
112
$6.44M 0.28%
+200,736
113
$6.4M 0.27%
9,603
-293
114
$6.39M 0.27%
280,716
+104,460
115
$6.24M 0.27%
+469,320
116
$6.19M 0.27%
+364,784
117
$6.14M 0.26%
77,235
-34,500
118
$6.14M 0.26%
111,464
-3,896
119
$6.11M 0.26%
+483,412
120
$5.96M 0.26%
622,859
-1,057
121
$5.82M 0.25%
217,610
-7,514
122
$5.63M 0.24%
28,254
-2,032
123
$5.61M 0.24%
194,853
-71,385
124
$5.6M 0.24%
171,410
-6,000
125
$5.6M 0.24%
102,012
-3,647
3 4
5
6 7