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
$1B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.01M
3
+$6.76M
4
EOG icon
EOG Resources
EOG
+$6.51M
5
HSY icon
Hershey
HSY
+$5.89M

Top Sells

1
+$19.8M
2
+$15.2M
3
+$11.2M
4
TT icon
Trane Technologies
TT
+$8.09M
5
ETSY icon
Etsy
ETSY
+$7.56M

Sector Composition

1 Healthcare 32.65%
2 Technology 19.28%
3 Financials 17.03%
4 Consumer Discretionary 8.73%
5 Materials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.32M 0.13%
+19,223
127
$1.32M 0.13%
97,456
+134
128
$1.22M 0.12%
14,870
+249
129
$1.22M 0.12%
39,092
+545
130
$1.2M 0.12%
67,659
+446
131
$1.2M 0.12%
11,152
+3,274
132
$1.17M 0.12%
5,766
-709
133
$1.15M 0.11%
106,978
+24
134
$1.13M 0.11%
29,902
+524
135
$1.12M 0.11%
41,861
-40,203
136
$1.11M 0.11%
47,242
+127
137
$1.05M 0.1%
5,943
-28,563
138
$1.03M 0.1%
22,443
-2,286
139
$1M 0.1%
56,278
+1,079
140
$974K 0.1%
12,279
-1,507
141
$936K 0.09%
+48,468
142
$917K 0.09%
+8,282
143
$909K 0.09%
82,780
+2,649
144
$874K 0.09%
+15,916
145
$866K 0.09%
13,943
+85
146
$841K 0.08%
48,152
+129
147
$835K 0.08%
6,226
-767
148
$830K 0.08%
19,202
-2,400
149
$780K 0.08%
50,023
+156
150
$753K 0.08%
+45,323
4 5
6
7 8