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
$2.55B
AUM Growth
+$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$24.7M
3
+$23.3M
4
HBI
Hanesbrands
HBI
+$13.8M
5
APTV icon
Aptiv
APTV
+$12.5M

Top Sells

1
+$41.1M
2
+$28.1M
3
+$26.9M
4
GEN icon
Gen Digital
GEN
+$25.6M
5
MDLZ icon
Mondelez International
MDLZ
+$18.5M

Sector Composition

1 Consumer Discretionary 18.29%
2 Financials 16.24%
3 Industrials 12.93%
4 Healthcare 12.79%
5 Technology 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.6M 0.18%
179,680
+89,519
127
$4.49M 0.18%
532,932
-870
128
$4.42M 0.17%
+53,233
129
$4.39M 0.17%
139,978
-40,424
130
$4.14M 0.16%
490,600
+37,437
131
$4.11M 0.16%
94,146
+52,479
132
$4.04M 0.16%
200,299
+8,784
133
$4.03M 0.16%
274,431
+2,569
134
$3.94M 0.15%
103,022
+17,228
135
$3.94M 0.15%
151,785
+96
136
$3.9M 0.15%
367,258
-546
137
$3.88M 0.15%
320,356
+1,390
138
$3.82M 0.15%
92,551
+206
139
$3.82M 0.15%
87,614
-84,415
140
$3.82M 0.15%
+508,118
141
$3.75M 0.15%
217,804
-314,230
142
$3.71M 0.15%
16,949
-27
143
$3.67M 0.14%
163,266
+59,852
144
$3.63M 0.14%
1,092,153
-1,779
145
$3.62M 0.14%
357,527
-587
146
$3.62M 0.14%
85,579
+4,839
147
$3.58M 0.14%
59,557
+43,274
148
$3.48M 0.14%
172,424
+3,038
149
$3.48M 0.14%
+169,058
150
$3.43M 0.13%
205,320
-331
4 5
6
7 8