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
$1.43B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$10.8M
3
+$10.2M
4
NTR icon
Nutrien
NTR
+$10.2M
5
ELV icon
Elevance Health
ELV
+$7.18M

Top Sells

1
+$10.8M
2
+$10.8M
3
+$8.44M
4
PENN icon
PENN Entertainment
PENN
+$8.22M
5
NUAN
Nuance Communications, Inc.
NUAN
+$6.18M

Sector Composition

1 Healthcare 26.65%
2 Financials 17.73%
3 Technology 17.01%
4 Consumer Discretionary 13.77%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.54M 0.25%
16,135
+2,433
102
$3.53M 0.25%
59,810
+16,690
103
$3.49M 0.24%
31,040
104
$3.31M 0.23%
+13,970
105
$3.3M 0.23%
143,310
106
$3.24M 0.23%
26,993
-5,801
107
$3.2M 0.22%
24,260
108
$3.17M 0.22%
87,920
109
$2.97M 0.21%
151,562
-2,352
110
$2.94M 0.21%
5,748
+52
111
$2.9M 0.2%
12,807
-18,278
112
$2.75M 0.19%
45,981
-462
113
$2.61M 0.18%
70,364
+26,747
114
$2.57M 0.18%
76,170
115
$2.57M 0.18%
194,423
-4,818
116
$2.48M 0.17%
25,980
117
$2.44M 0.17%
59,193
+38,690
118
$2.39M 0.17%
172,927
-4,265
119
$2.26M 0.16%
48,628
-1,609
120
$2.18M 0.15%
36,846
+141
121
$2.08M 0.15%
3,783
-19,664
122
$2.07M 0.15%
+3,726
123
$2.05M 0.14%
155,907
-3,810
124
$2.03M 0.14%
25,936
+4,923
125
$1.99M 0.14%
102,580
-2,430
3 4
5
6 7