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
$1.34B
AUM Growth
-$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$21.5M
3
+$13.5M
4
AAPL icon
Apple
AAPL
+$13.3M
5
LHX icon
L3Harris
LHX
+$12.8M

Top Sells

1
+$24.4M
2
+$18.2M
3
+$17.9M
4
ANET icon
Arista Networks
ANET
+$16.2M
5
CSX icon
CSX Corp
CSX
+$13.4M

Sector Composition

1 Financials 20.97%
2 Technology 17.57%
3 Healthcare 13.15%
4 Consumer Discretionary 11.95%
5 Industrials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$914K 0.07%
24,038
-637
127
$886K 0.07%
25,100
-666
128
$836K 0.06%
48,385
-2,911
129
$833K 0.06%
13,787
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130
$818K 0.06%
9,413
-227
131
$815K 0.06%
+28,661
132
$791K 0.06%
53,326
-7,090
133
$791K 0.06%
18,477
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134
$784K 0.06%
28,420
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135
$767K 0.06%
21,105
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136
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137
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30,374
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138
$727K 0.05%
40,957
-2,540
139
$725K 0.05%
20,242
-4,579
140
$713K 0.05%
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141
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34,007
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143
$607K 0.05%
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144
$593K 0.04%
342,980
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145
$524K 0.04%
46,060
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146
$483K 0.04%
25,104
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147
$475K 0.04%
3,668
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148
$460K 0.03%
1,881
-494
149
$436K 0.03%
4,414
-190
150
$425K 0.03%
8,308
-350
4 5
6
7 8