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
$737M
AUM Growth
-$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$6.27M
3
+$6.13M
4
CNC icon
Centene
CNC
+$5.83M
5
LNG icon
Cheniere Energy
LNG
+$5.6M

Top Sells

1
+$9.24M
2
+$4.15M
3
+$3.92M
4
META icon
Meta Platforms (Facebook)
META
+$3.82M
5
MOS icon
The Mosaic Company
MOS
+$3.75M

Sector Composition

1 Healthcare 37.29%
2 Technology 17.72%
3 Financials 14.29%
4 Consumer Discretionary 8.05%
5 Consumer Staples 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.99M 0.27%
217,429
102
$1.95M 0.26%
177,926
-5,697
103
$1.86M 0.25%
61,475
104
$1.85M 0.25%
160,762
-4,868
105
$1.79M 0.24%
145,745
-3,183
106
$1.67M 0.23%
20,426
-4,489
107
$1.65M 0.22%
17,136
+6
108
$1.6M 0.22%
292,490
-5,180
109
$1.55M 0.21%
18,936
-90
110
$1.55M 0.21%
186,954
-5,734
111
$1.51M 0.2%
3,988
-142
112
$1.49M 0.2%
21,787
-552
113
$1.45M 0.2%
10,094
+3,461
114
$1.44M 0.2%
32,504
-33
115
$1.39M 0.19%
+4,310
116
$1.39M 0.19%
+32,265
117
$1.34M 0.18%
4,879
-150
118
$1.31M 0.18%
+4,710
119
$1.29M 0.17%
16,919
-24
120
$1.26M 0.17%
54,181
+27
121
$1.26M 0.17%
122,991
-4,126
122
$1.25M 0.17%
34,931
+440
123
$1.24M 0.17%
+25,630
124
$1.21M 0.16%
5,860
-29
125
$1.16M 0.16%
39,448
-48
3 4
5
6 7