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
$1.24B
AUM Growth
-$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.8M
3
+$7.86M
4
TSLA icon
Tesla
TSLA
+$7.5M
5
TD icon
Toronto Dominion Bank
TD
+$7.18M

Top Sells

1
+$21.8M
2
+$20.1M
3
+$11.2M
4
SHOP icon
Shopify
SHOP
+$6.03M
5
ACN icon
Accenture
ACN
+$5.4M

Sector Composition

1 Healthcare 22.87%
2 Technology 20.35%
3 Financials 16.49%
4 Consumer Discretionary 13.22%
5 Communication Services 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.24M 0.1%
+7,490
127
$1.2M 0.1%
101,330
-2,955
128
$1.15M 0.09%
43,356
-905
129
$1.13M 0.09%
60,045
-964
130
$1.11M 0.09%
177,566
+101
131
$1.1M 0.09%
+42,270
132
$1.08M 0.09%
+16,480
133
$1.05M 0.08%
24,564
-926
134
$1.03M 0.08%
197,094
+228
135
$962K 0.08%
34,729
-298
136
$952K 0.08%
40,558
-13,966
137
$914K 0.07%
+43,120
138
$877K 0.07%
35,955
-487
139
$862K 0.07%
6,783
-310
140
$826K 0.07%
52,313
-653
141
$826K 0.07%
122,324
-31,617
142
$813K 0.07%
33,495
-305
143
$796K 0.06%
14,818
-80
144
$756K 0.06%
9,736
-470
145
$737K 0.06%
103,749
-249
146
$734K 0.06%
65,291
+107
147
$732K 0.06%
20,990
-325
148
$712K 0.06%
15,041
-87
149
$684K 0.06%
18,355
-801
150
$653K 0.05%
30,553
-1,541
4 5
6
7 8