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
$1.57B
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$33.3M
3
+$26.4M
4
JWN
Nordstrom
JWN
+$17.2M
5
WPX
WPX Energy, Inc.
WPX
+$15M

Top Sells

1
+$39.3M
2
+$23.3M
3
+$23.3M
4
EGN
Energen
EGN
+$22M
5
STZ icon
Constellation Brands
STZ
+$19.9M

Sector Composition

1 Financials 20.86%
2 Healthcare 19.12%
3 Consumer Discretionary 16.89%
4 Technology 14.43%
5 Industrials 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$795K 0.05%
43,326
-2,396
152
$791K 0.05%
27,430
+220
153
$747K 0.05%
34,959
-2,036
154
$709K 0.05%
22,022
-1,200
155
$692K 0.04%
31,855
+329
156
$609K 0.04%
8,332
-507
157
$536K 0.03%
4,544
-140
158
$488K 0.03%
8,593
+1,835
159
$482K 0.03%
6,794
+4,304
160
$467K 0.03%
2,252
+551
161
$463K 0.03%
+45,500
162
$459K 0.03%
2,347
-11
163
$413K 0.03%
14,186
-3,200
164
$411K 0.03%
3,828
-18
165
$394K 0.03%
1,460
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166
$385K 0.02%
2,404
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167
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4,890
-2,210
168
$363K 0.02%
6,020
-20
169
$353K 0.02%
1,634
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170
$343K 0.02%
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-22
171
$340K 0.02%
2,260
-150
172
$339K 0.02%
3,700
+780
173
$326K 0.02%
3,605
-230
174
$313K 0.02%
166
-4
175
$310K 0.02%
1,045
-70
5 6
7
8 9