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
$1.34B
AUM Growth
-$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$21.5M
3
+$13.5M
4
AAPL icon
Apple
AAPL
+$13.3M
5
LHX icon
L3Harris
LHX
+$12.8M

Top Sells

1
+$24.4M
2
+$18.2M
3
+$17.9M
4
ANET icon
Arista Networks
ANET
+$16.2M
5
CSX icon
CSX Corp
CSX
+$13.4M

Sector Composition

1 Financials 20.97%
2 Technology 17.57%
3 Healthcare 13.15%
4 Consumer Discretionary 11.95%
5 Industrials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.5M 0.11%
34,164
-2,040
102
$1.5M 0.11%
3,941
-249
103
$1.42M 0.11%
8,663
-1,470
104
$1.41M 0.11%
24,156
-1,558
105
$1.36M 0.1%
50,531
-3,152
106
$1.36M 0.1%
86,418
-5,429
107
$1.28M 0.1%
33,710
-2,632
108
$1.27M 0.1%
65,300
-8,315
109
$1.27M 0.09%
+6,965
110
$1.24M 0.09%
32,315
+6,954
111
$1.23M 0.09%
41,822
-2,804
112
$1.21M 0.09%
44,362
-2,687
113
$1.16M 0.09%
19,734
-7,803
114
$1.15M 0.09%
24,818
-632
115
$1.14M 0.08%
62,760
+150
116
$1.1M 0.08%
94,829
-12,464
117
$1.1M 0.08%
103,958
-13,825
118
$1.07M 0.08%
20,496
-535
119
$1.05M 0.08%
38,384
-2,209
120
$1.02M 0.08%
53,279
-3,355
121
$1.01M 0.08%
24,699
+6,362
122
$997K 0.07%
85,899
-11,256
123
$991K 0.07%
31,375
-865
124
$971K 0.07%
10,803
-278
125
$934K 0.07%
11,807
-305
3 4
5
6 7