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
$1.57B
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$33.3M
3
+$26.4M
4
JWN
Nordstrom
JWN
+$17.2M
5
WPX
WPX Energy, Inc.
WPX
+$15M

Top Sells

1
+$39.3M
2
+$23.3M
3
+$23.3M
4
EGN
Energen
EGN
+$22M
5
STZ icon
Constellation Brands
STZ
+$19.9M

Sector Composition

1 Financials 20.86%
2 Healthcare 19.12%
3 Consumer Discretionary 16.89%
4 Technology 14.43%
5 Industrials 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.62M 0.1%
+9,968
102
$1.62M 0.1%
119,292
+534
103
$1.61M 0.1%
+11,111
104
$1.6M 0.1%
23,668
+159
105
$1.57M 0.1%
57,694
+441
106
$1.56M 0.1%
47,703
+290
107
$1.55M 0.1%
38,630
+17,753
108
$1.54M 0.1%
39,725
-2,079
109
$1.52M 0.1%
47,715
+465
110
$1.5M 0.1%
27,076
-1,436
111
$1.47M 0.09%
10,394
+865
112
$1.44M 0.09%
27,675
+85
113
$1.43M 0.09%
108,669
+357
114
$1.42M 0.09%
74,829
+199
115
$1.42M 0.09%
31,802
-1,669
116
$1.37M 0.09%
30,971
-1,702
117
$1.35M 0.09%
46,797
+219
118
$1.35M 0.09%
32,620
+274
119
$1.34M 0.09%
61,652
+24,247
120
$1.33M 0.08%
33,793
+169
121
$1.31M 0.08%
72,108
+602
122
$1.28M 0.08%
44,589
+383
123
$1.26M 0.08%
19,513
-994
124
$1.23M 0.08%
13,698
-673
125
$1.18M 0.07%
98,847
+325
3 4
5
6 7