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
$2.33B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$27.3M
3
+$18.9M
4
SU icon
Suncor Energy
SU
+$17.6M
5
VTRS icon
Viatris
VTRS
+$16.4M

Top Sells

1
+$44.3M
2
+$27M
3
+$21.1M
4
PKG icon
Packaging Corp of America
PKG
+$20.4M
5
BALL icon
Ball Corp
BALL
+$19.5M

Sector Composition

1 Healthcare 17.88%
2 Consumer Discretionary 15.17%
3 Industrials 13.67%
4 Technology 13.15%
5 Financials 11.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.59M 0.24%
66,200
-2,018
127
$5.51M 0.24%
548,331
+287,696
128
$5.46M 0.23%
58,373
-3,556
129
$5.39M 0.23%
216,611
-339
130
$5.37M 0.23%
22,593
-36
131
$5.32M 0.23%
255,244
-415
132
$5.26M 0.23%
66,913
-3,890
133
$5.2M 0.22%
+302,174
134
$5.03M 0.22%
159,096
-264
135
$4.87M 0.21%
18,120
-41
136
$4.78M 0.2%
228,918
-6,977
137
$4.76M 0.2%
990,831
-1,604
138
$4.74M 0.2%
219,800
-124,605
139
$4.73M 0.2%
156,627
-250
140
$4.68M 0.2%
402,993
-206,920
141
$4.66M 0.2%
220,508
+25,576
142
$4.54M 0.19%
82,994
-41,510
143
$4.46M 0.19%
136,786
-143
144
$4.41M 0.19%
126,891
-39,661
145
$4.35M 0.19%
162,834
-272
146
$4.33M 0.19%
24,059
-1,471
147
$4.24M 0.18%
185,379
-294
148
$4.24M 0.18%
138,908
-229
149
$4.23M 0.18%
22,752
-693
150
$4.21M 0.18%
270,996
-446
4 5
6
7 8