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
$2.44B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$22.9M
3
+$21M
4
KKR icon
KKR & Co
KKR
+$19.9M
5
TSM icon
TSMC
TSM
+$19.6M

Top Sells

1
+$39.1M
2
+$30.3M
3
+$25.8M
4
HIMX
Himax Technologies
HIMX
+$20.4M
5
JPM icon
JPMorgan Chase
JPM
+$17.9M

Sector Composition

1 Consumer Discretionary 16.25%
2 Financials 14.98%
3 Technology 12.96%
4 Industrials 12.64%
5 Healthcare 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.24M 0.13%
30,403
152
$3.24M 0.13%
44,608
153
$3.07M 0.13%
145,064
-836
154
$3.04M 0.12%
+672,939
155
$3.01M 0.12%
354,984
-2,085
156
$2.94M 0.12%
184,459
-1,075
157
$2.87M 0.12%
227,765
-1,330
158
$2.74M 0.11%
+134,332
159
$2.65M 0.11%
193,732
-1,133
160
$2.65M 0.11%
156,738
-916
161
$2.62M 0.11%
24,096
+9,825
162
$2.6M 0.11%
+176,176
163
$2.51M 0.1%
80,391
-3,819
164
$2.48M 0.1%
+160,229
165
$2.37M 0.1%
224,779
-101,488
166
$2.36M 0.1%
92,748
-545
167
$2.31M 0.09%
399,894
-250,561
168
$2.31M 0.09%
233,603
-21,999
169
$2.3M 0.09%
416,375
-2,436
170
$2.29M 0.09%
104,159
-152,787
171
$2.19M 0.09%
130,395
-755
172
$2.12M 0.09%
+311,354
173
$2.06M 0.08%
450,390
-2,622
174
$1.99M 0.08%
534,321
-3,124
175
$1.91M 0.08%
189,267
-1,103
5 6
7
8 9