MCM

McKinley Capital Management Portfolio holdings

AUM $571M
1-Year Est. Return 36.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$778M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$6.86M
3
+$5.37M
4
AVGO icon
Broadcom
AVGO
+$5.37M
5
GD icon
General Dynamics
GD
+$5.07M

Top Sells

1
+$5.09M
2
+$4.75M
3
+$4.2M
4
DE icon
Deere & Co
DE
+$3.67M
5
CSX icon
CSX Corp
CSX
+$3.54M

Sector Composition

1 Healthcare 33.32%
2 Technology 21.54%
3 Financials 15.66%
4 Consumer Discretionary 8%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$869K 0.11%
8,664
+115
127
$857K 0.11%
40,056
-514
128
$847K 0.11%
1,457
-50
129
$830K 0.11%
120,123
+920
130
$824K 0.11%
+31,625
131
$823K 0.11%
+5,415
132
$798K 0.1%
3,806
-22,668
133
$789K 0.1%
16,608
+243
134
$763K 0.1%
9,857
+141
135
$732K 0.09%
43,646
+1,670
136
$730K 0.09%
34,361
-21,931
137
$729K 0.09%
+2,655
138
$705K 0.09%
+8,566
139
$689K 0.09%
+17,367
140
$683K 0.09%
2,441
-72
141
$657K 0.08%
9,613
+184
142
$638K 0.08%
42,340
-503
143
$587K 0.08%
16,898
-2,054
144
$552K 0.07%
41,458
+1,114
145
$550K 0.07%
36,600
+14,757
146
$546K 0.07%
16,676
-9,308
147
$540K 0.07%
+23,175
148
$522K 0.07%
13,833
+318
149
$370K 0.05%
9,863
+115
150
$365K 0.05%
4,002
-1,064
4 5
6
7 8