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
$2.44B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$22.9M
3
+$21M
4
KKR icon
KKR & Co
KKR
+$19.9M
5
TSM icon
TSMC
TSM
+$19.6M

Top Sells

1
+$39.1M
2
+$30.3M
3
+$25.8M
4
HIMX
Himax Technologies
HIMX
+$20.4M
5
JPM icon
JPMorgan Chase
JPM
+$17.9M

Sector Composition

1 Consumer Discretionary 16.25%
2 Financials 14.98%
3 Technology 12.96%
4 Industrials 12.64%
5 Healthcare 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.75M 0.19%
+142,916
127
$4.64M 0.19%
203,864
-1,192
128
$4.64M 0.19%
50,193
+27,206
129
$4.62M 0.19%
138,289
-810
130
$4.57M 0.19%
112,806
+27,047
131
$4.52M 0.19%
22,771
-23,362
132
$4.42M 0.18%
157,059
133
$4.36M 0.18%
450,047
-19,467
134
$4.19M 0.17%
85,641
-70,211
135
$4.19M 0.17%
189,845
-1,114
136
$3.98M 0.16%
150,025
+35,791
137
$3.95M 0.16%
+255,053
138
$3.92M 0.16%
+218,903
139
$3.91M 0.16%
79,090
-4,700
140
$3.9M 0.16%
84,777
-496
141
$3.87M 0.16%
+256,049
142
$3.76M 0.15%
196,227
-51,140
143
$3.62M 0.15%
5,838
-12,094
144
$3.61M 0.15%
963,706
-127,041
145
$3.57M 0.15%
759,536
-4,406
146
$3.48M 0.14%
+358,708
147
$3.46M 0.14%
167,850
-980
148
$3.39M 0.14%
+246,557
149
$3.38M 0.14%
40,283
-235
150
$3.33M 0.14%
79,291
+20,162
4 5
6
7 8