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
$1B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.01M
3
+$6.76M
4
EOG icon
EOG Resources
EOG
+$6.51M
5
HSY icon
Hershey
HSY
+$5.89M

Top Sells

1
+$19.8M
2
+$15.2M
3
+$11.2M
4
TT icon
Trane Technologies
TT
+$8.09M
5
ETSY icon
Etsy
ETSY
+$7.56M

Sector Composition

1 Healthcare 32.65%
2 Technology 19.28%
3 Financials 17.03%
4 Consumer Discretionary 8.73%
5 Materials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.77M 0.28%
+10,410
102
$2.73M 0.27%
150,333
-60,631
103
$2.71M 0.27%
+23,010
104
$2.62M 0.26%
182,878
+307
105
$2.56M 0.25%
13,590
106
$2.52M 0.25%
4,512
+4
107
$2.48M 0.25%
+69,640
108
$2.45M 0.24%
23,539
-2,121
109
$2.34M 0.23%
47,807
+1,952
110
$2.28M 0.23%
87,310
111
$2.28M 0.23%
164,632
+480
112
$2.22M 0.22%
+285,947
113
$2.13M 0.21%
36,441
+1,681
114
$1.99M 0.2%
191,937
+270
115
$1.84M 0.18%
89,660
-6,890
116
$1.72M 0.17%
2,576
-179
117
$1.67M 0.17%
126,391
+106
118
$1.64M 0.16%
19,210
-850
119
$1.64M 0.16%
6,613
+246
120
$1.62M 0.16%
10,205
+249
121
$1.55M 0.15%
53,644
+1,175
122
$1.51M 0.15%
32,157
+788
123
$1.5M 0.15%
17,131
-821
124
$1.42M 0.14%
31,071
+1,308
125
$1.34M 0.13%
44,142
-6,612
3 4
5
6 7