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
$1.23B
AUM Growth
-$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$16.5M
3
+$14.9M
4
PG icon
Procter & Gamble
PG
+$13.1M
5
CVS icon
CVS Health
CVS
+$12.3M

Top Sells

1
+$19.2M
2
+$18.8M
3
+$17.2M
4
BAP icon
Credicorp
BAP
+$16.2M
5
WPX
WPX Energy, Inc.
WPX
+$15M

Sector Composition

1 Financials 21%
2 Healthcare 20.32%
3 Technology 12.67%
4 Industrials 11.71%
5 Consumer Discretionary 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.54M 0.12%
10,834
+440
102
$1.53M 0.12%
28,503
+1,427
103
$1.43M 0.12%
+7,285
104
$1.42M 0.12%
55,272
+10,885
105
$1.42M 0.11%
72,134
+14,440
106
$1.41M 0.11%
26,939
+1,078
107
$1.38M 0.11%
76,900
+15,248
108
$1.36M 0.11%
55,433
+10,844
109
$1.34M 0.11%
8,443
-1,302
110
$1.33M 0.11%
47,059
+2,479
111
$1.31M 0.11%
14,152
+4,910
112
$1.26M 0.1%
63,988
+12,470
113
$1.26M 0.1%
20,632
+1,119
114
$1.21M 0.1%
32,630
+1,659
115
$1.19M 0.1%
102,829
-5,840
116
$1.16M 0.09%
47,552
+755
117
$1.12M 0.09%
19,940
+3,836
118
$1.11M 0.09%
32,485
+683
119
$1.11M 0.09%
89,365
+17,257
120
$1.1M 0.09%
39,438
-287
121
$1.08M 0.09%
29,175
+5,909
122
$1.07M 0.09%
111,865
-7,427
123
$1.07M 0.09%
14,416
+718
124
$1.07M 0.09%
+13,881
125
$1.05M 0.09%
7,453
-2,146
3 4
5
6 7