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
$1.29B
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$9.29M
3
+$8.31M
4
PNR icon
Pentair
PNR
+$7.13M
5
NOMD icon
Nomad Foods
NOMD
+$5.94M

Top Sells

1
+$20M
2
+$18.7M
3
+$15.4M
4
META icon
Meta Platforms (Facebook)
META
+$14.3M
5
TSLA icon
Tesla
TSLA
+$14.2M

Sector Composition

1 Healthcare 25.87%
2 Technology 21.69%
3 Financials 15.27%
4 Consumer Discretionary 12.93%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.78M 0.22%
20,424
-10
102
$2.78M 0.22%
24,260
103
$2.73M 0.21%
147,218
-3,969
104
$2.7M 0.21%
15,069
-1,653
105
$2.63M 0.2%
50,379
-10,481
106
$2.63M 0.2%
15,880
-1,840
107
$2.62M 0.2%
47,870
-2,528
108
$2.54M 0.2%
31,284
-644
109
$2.53M 0.2%
167,958
-2,823
110
$2.34M 0.18%
6,107
-116
111
$2.25M 0.18%
27,558
-191
112
$2.24M 0.17%
254,167
+187,732
113
$2.14M 0.17%
40,290
114
$2.07M 0.16%
6,394
-113
115
$2.06M 0.16%
26,150
116
$2.04M 0.16%
+47,111
117
$2.03M 0.16%
6,217
-96
118
$1.98M 0.15%
222,464
+864
119
$1.95M 0.15%
199,077
+1,216
120
$1.83M 0.14%
136,672
121
$1.77M 0.14%
20,413
-906
122
$1.71M 0.13%
178,519
+1,812
123
$1.69M 0.13%
109,845
-1,850
124
$1.65M 0.13%
205,953
+1,808
125
$1.64M 0.13%
1,388
-28
3 4
5
6 7