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
$755M
AUM Growth
+$8.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.36M
3
+$6.03M
4
NVDA icon
NVIDIA
NVDA
+$4.42M
5
FMX icon
Fomento Económico Mexicano
FMX
+$4.35M

Top Sells

1
+$10.4M
2
+$6.48M
3
+$5.66M
4
BAC icon
Bank of America
BAC
+$5.65M
5
NFG icon
National Fuel Gas
NFG
+$5.48M

Sector Composition

1 Healthcare 37.33%
2 Technology 20.76%
3 Financials 14.08%
4 Consumer Discretionary 6.84%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.96M 0.26%
5,860
102
$1.87M 0.25%
20,066
-938
103
$1.85M 0.25%
8,085
+2,317
104
$1.84M 0.24%
4,768
+134
105
$1.82M 0.24%
149,755
-1,894
106
$1.76M 0.23%
5,119
-182
107
$1.72M 0.23%
18,453
-219
108
$1.71M 0.23%
17,136
109
$1.53M 0.2%
9,373
-296
110
$1.52M 0.2%
16,484
-318
111
$1.47M 0.2%
2,164
-109
112
$1.39M 0.18%
174,642
-1,850
113
$1.35M 0.18%
55,390
+63
114
$1.33M 0.18%
34,986
+1,738
115
$1.31M 0.17%
24,994
+102
116
$1.31M 0.17%
114,941
-1,155
117
$1.27M 0.17%
22,079
+574
118
$1.26M 0.17%
5,543
-140
119
$1.26M 0.17%
30,281
-1,324
120
$1.25M 0.17%
35,360
-113
121
$1.18M 0.16%
114,942
-53,079
122
$1.13M 0.15%
+20,040
123
$1.13M 0.15%
25,630
124
$1.09M 0.15%
39,941
-252
125
$1.06M 0.14%
38,278
-1,876
3 4
5
6 7