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
$1.39B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$13.7M
3
+$13.5M
4
PG icon
Procter & Gamble
PG
+$12M
5
META icon
Meta Platforms (Facebook)
META
+$6.83M

Top Sells

1
+$17.9M
2
+$15.1M
3
+$12.3M
4
CAT icon
Caterpillar
CAT
+$11.3M
5
TRU icon
TransUnion
TRU
+$7.75M

Sector Composition

1 Financials 19.36%
2 Healthcare 17.18%
3 Technology 12.88%
4 Consumer Discretionary 12.57%
5 Industrials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.64M 0.12%
4,295
-13,648
102
$1.59M 0.12%
54,824
-609
103
$1.54M 0.11%
62,947
-1,041
104
$1.52M 0.11%
54,483
-789
105
$1.46M 0.11%
44,241
-2,818
106
$1.44M 0.1%
75,879
-1,021
107
$1.44M 0.1%
25,785
-1,154
108
$1.41M 0.1%
13,537
+10,072
109
$1.38M 0.1%
87,663
-1,702
110
$1.37M 0.1%
113,132
+1,267
111
$1.34M 0.1%
19,447
-1,185
112
$1.34M 0.1%
+17,970
113
$1.32M 0.1%
102,866
+37
114
$1.3M 0.09%
+33,676
115
$1.28M 0.09%
39,491
+53
116
$1.28M 0.09%
70,852
+413
117
$1.26M 0.09%
+26,188
118
$1.26M 0.09%
30,844
-1,786
119
$1.24M 0.09%
+63,490
120
$1.24M 0.09%
31,673
-812
121
$1.23M 0.09%
17,231
-1,061
122
$1.22M 0.09%
13,574
-842
123
$1.19M 0.09%
68,471
-1,427
124
$1.16M 0.08%
19,629
-311
125
$1.13M 0.08%
13,112
-769
3 4
5
6 7