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
$748M
AUM Growth
-$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$4.11M
3
+$2.81M
4
BWXT icon
BWX Technologies
BWXT
+$2.55M
5
INSP icon
Inspire Medical Systems
INSP
+$2.49M

Top Sells

1
+$9.18M
2
+$7.35M
3
+$6.68M
4
BG icon
Bunge Global
BG
+$5.19M
5
ELV icon
Elevance Health
ELV
+$4.43M

Sector Composition

1 Healthcare 32.69%
2 Technology 23.08%
3 Financials 14.48%
4 Consumer Discretionary 8.13%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$960K 0.13%
34,122
-4,156
127
$946K 0.13%
88,812
-237
128
$935K 0.12%
61,764
-268
129
$934K 0.12%
2,304
+38
130
$874K 0.12%
4,876
+470
131
$872K 0.12%
5,026
-147
132
$864K 0.12%
38,496
-336
133
$838K 0.11%
42,906
-133
134
$828K 0.11%
16,571
-513
135
$741K 0.1%
1,528
+25
136
$739K 0.1%
21,198
-482
137
$736K 0.1%
19,807
-537
138
$716K 0.1%
121,632
-8,311
139
$691K 0.09%
2,544
+37
140
$663K 0.09%
41,541
-665
141
$662K 0.09%
5,471
-148
142
$660K 0.09%
13,925
143
$656K 0.09%
7,870
-201
144
$626K 0.08%
8,280
145
$612K 0.08%
45,289
-384
146
$604K 0.08%
+23,018
147
$574K 0.08%
9,950
-283
148
$564K 0.08%
6,974
-1,278
149
$558K 0.07%
39,875
-146
150
$552K 0.07%
9,245
-44
3 4 5
6
7