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
$755M
AUM Growth
+$8.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.36M
3
+$6.03M
4
NVDA icon
NVIDIA
NVDA
+$4.42M
5
FMX icon
Fomento Económico Mexicano
FMX
+$4.35M

Top Sells

1
+$10.4M
2
+$6.48M
3
+$5.66M
4
BAC icon
Bank of America
BAC
+$5.65M
5
NFG icon
National Fuel Gas
NFG
+$5.48M

Sector Composition

1 Healthcare 37.33%
2 Technology 20.76%
3 Financials 14.08%
4 Consumer Discretionary 6.84%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.04M 0.14%
6,704
-43
127
$960K 0.13%
42,798
+1,569
128
$945K 0.13%
89,049
-713
129
$937K 0.12%
5,173
-174
130
$936K 0.12%
+2,266
131
$914K 0.12%
17,084
-592
132
$855K 0.11%
+4,406
133
$845K 0.11%
62,032
-539
134
$844K 0.11%
25,888
-23
135
$825K 0.11%
8,071
+2,781
136
$812K 0.11%
42,206
-1,428
137
$809K 0.11%
43,039
-463
138
$776K 0.1%
20,344
-653
139
$734K 0.1%
111,284
-474
140
$723K 0.1%
10,840
-297
141
$698K 0.09%
12,096
-94,857
142
$686K 0.09%
129,943
-155,487
143
$666K 0.09%
13,925
144
$663K 0.09%
5,619
-183
145
$657K 0.09%
8,252
-660
146
$644K 0.09%
+2,507
147
$631K 0.08%
8,280
148
$604K 0.08%
10,233
-339
149
$600K 0.08%
+1,503
150
$598K 0.08%
40,021
-242
4 5
6
7 8