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
$1.24B
AUM Growth
-$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.8M
3
+$7.86M
4
TSLA icon
Tesla
TSLA
+$7.5M
5
TD icon
Toronto Dominion Bank
TD
+$7.18M

Top Sells

1
+$21.8M
2
+$20.1M
3
+$11.2M
4
SHOP icon
Shopify
SHOP
+$6.03M
5
ACN icon
Accenture
ACN
+$5.4M

Sector Composition

1 Healthcare 22.87%
2 Technology 20.35%
3 Financials 16.49%
4 Consumer Discretionary 13.22%
5 Communication Services 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.37M 0.19%
53,023
-1,295
102
$2.08M 0.17%
17,720
-490
103
$2.02M 0.16%
40,969
-380
104
$1.98M 0.16%
41,463
+12,382
105
$1.95M 0.16%
24,260
106
$1.95M 0.16%
157,865
-1,446
107
$1.9M 0.15%
+90,480
108
$1.89M 0.15%
22,889
-712
109
$1.88M 0.15%
142,033
-629
110
$1.78M 0.14%
183,340
+16,639
111
$1.75M 0.14%
19,891
-4,475
112
$1.74M 0.14%
16,050
+11,940
113
$1.67M 0.13%
28,832
-326
114
$1.67M 0.13%
222,759
-859
115
$1.59M 0.13%
+40,290
116
$1.53M 0.12%
79,388
-11,634
117
$1.53M 0.12%
224,461
+170
118
$1.51M 0.12%
6,583
+105
119
$1.51M 0.12%
+52,900
120
$1.5M 0.12%
26,150
121
$1.47M 0.12%
+147,090
122
$1.46M 0.12%
15,785
-537
123
$1.39M 0.11%
63,208
-295
124
$1.31M 0.11%
1,549
+35
125
$1.26M 0.1%
6,780
+6
3 4
5
6 7