MCM

McKinley Capital Management Portfolio holdings

AUM $571M
1-Year Est. Return 36.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$19.8M
3
+$18.1M
4
ISRG icon
Intuitive Surgical
ISRG
+$11.3M
5
PENN icon
PENN Entertainment
PENN
+$11M

Top Sells

1
+$33.7M
2
+$27.1M
3
+$27M
4
CPA icon
Copa Holdings
CPA
+$19.3M
5
XEC
CIMAREX ENERGY CO
XEC
+$18.3M

Sector Composition

1 Financials 22.62%
2 Consumer Discretionary 20.63%
3 Technology 14.65%
4 Healthcare 14.34%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.18M 0.08%
23,282
-7,004
127
$1.18M 0.08%
14,371
-648
128
$1.16M 0.08%
51,232
+2,590
129
$1.15M 0.07%
14,530
+3,980
130
$1.14M 0.07%
23,223
+1,266
131
$1.13M 0.07%
98,522
-93,280
132
$1.08M 0.07%
11,266
-28,810
133
$1.04M 0.07%
36,175
-1,544
134
$1.04M 0.07%
+18,290
135
$1.04M 0.07%
18,269
-57,135
136
$1.02M 0.07%
111,284
-4,163
137
$1.01M 0.07%
45,722
-1,935
138
$961K 0.06%
34,711
+3,086
139
$957K 0.06%
19,223
+18,210
140
$942K 0.06%
90,147
+4,550
141
$938K 0.06%
16,188
+854
142
$923K 0.06%
55,940
+1,880
143
$920K 0.06%
9,014
-444
144
$902K 0.06%
176,327
+10,443
145
$889K 0.06%
52,749
-68,919
146
$885K 0.06%
28,873
+1,937
147
$866K 0.06%
60,968
-32,409
148
$857K 0.06%
5,393
+344
149
$857K 0.06%
29,027
+1,659
150
$848K 0.06%
+38,686
4 5
6
7 8