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
$778M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$6.86M
3
+$5.37M
4
AVGO icon
Broadcom
AVGO
+$5.37M
5
GD icon
General Dynamics
GD
+$5.07M

Top Sells

1
+$5.09M
2
+$4.75M
3
+$4.2M
4
DE icon
Deere & Co
DE
+$3.67M
5
CSX icon
CSX Corp
CSX
+$3.54M

Sector Composition

1 Healthcare 33.32%
2 Technology 21.54%
3 Financials 15.66%
4 Consumer Discretionary 8%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.96M 0.25%
+9,040
102
$1.77M 0.23%
138,865
-1,761
103
$1.74M 0.22%
25,877
-18,185
104
$1.73M 0.22%
17,138
-390
105
$1.67M 0.22%
43,436
+694
106
$1.61M 0.21%
92,910
+34,489
107
$1.5M 0.19%
22,779
+455
108
$1.45M 0.19%
106,323
-1,394
109
$1.44M 0.18%
29,154
-379
110
$1.41M 0.18%
22,335
-705
111
$1.39M 0.18%
162,218
-2,115
112
$1.36M 0.17%
13,063
-1,859
113
$1.3M 0.17%
48,549
+9,438
114
$1.28M 0.16%
36,120
+722
115
$1.25M 0.16%
40,922
+832
116
$1.22M 0.16%
105,690
-1,333
117
$1.22M 0.16%
36,517
+768
118
$1.14M 0.15%
1,501
-138
119
$1.09M 0.14%
10,584
+4,654
120
$1.09M 0.14%
6,936
+160
121
$1.07M 0.14%
3,609
-4,383
122
$1.03M 0.13%
28,640
123
$1M 0.13%
82,922
-1,050
124
$929K 0.12%
44,070
+842
125
$928K 0.12%
+10,288
3 4
5
6 7