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
$1.57B
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$33.3M
3
+$26.4M
4
JWN
Nordstrom
JWN
+$17.2M
5
WPX
WPX Energy, Inc.
WPX
+$15M

Top Sells

1
+$39.3M
2
+$23.3M
3
+$23.3M
4
EGN
Energen
EGN
+$22M
5
STZ icon
Constellation Brands
STZ
+$19.9M

Sector Composition

1 Financials 20.86%
2 Healthcare 19.12%
3 Consumer Discretionary 16.89%
4 Technology 14.43%
5 Industrials 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.17M 0.07%
14,530
127
$1.16M 0.07%
24,295
+110
128
$1.14M 0.07%
51,518
+286
129
$1.13M 0.07%
13,568
-3,002
130
$1.12M 0.07%
23,266
+43
131
$1.1M 0.07%
16,258
+70
132
$1.06M 0.07%
9,242
-2,024
133
$1.06M 0.07%
34,350
-1,825
134
$1.06M 0.07%
+20,229
135
$1.04M 0.07%
+18,058
136
$1.03M 0.07%
+44,387
137
$1.02M 0.07%
17,356
-934
138
$1.02M 0.06%
+50,401
139
$1.01M 0.06%
22,634
-7,246
140
$1.01M 0.06%
47,584
-1,854,823
141
$964K 0.06%
92,266
-19,018
142
$932K 0.06%
39,197
+511
143
$915K 0.06%
56,280
+340
144
$895K 0.06%
61,232
+264
145
$860K 0.05%
16,104
+111
146
$858K 0.05%
5,422
+29
147
$856K 0.05%
18,133
-1,090
148
$842K 0.05%
29,363
+336
149
$805K 0.05%
34,868
+157
150
$798K 0.05%
47,376
+227
4 5
6
7 8