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
$1.23B
AUM Growth
-$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$16.5M
3
+$14.9M
4
PG icon
Procter & Gamble
PG
+$13.1M
5
CVS icon
CVS Health
CVS
+$12.3M

Top Sells

1
+$19.2M
2
+$18.8M
3
+$17.2M
4
BAP icon
Credicorp
BAP
+$16.2M
5
WPX
WPX Energy, Inc.
WPX
+$15M

Sector Composition

1 Financials 21%
2 Healthcare 20.32%
3 Technology 12.67%
4 Industrials 11.71%
5 Consumer Discretionary 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$537K 0.04%
23,255
+1,233
152
$533K 0.04%
2,740
+488
153
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+1,792
154
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155
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2,264
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156
$491K 0.04%
11,338
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157
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158
$478K 0.04%
11,399
+9,738
159
$463K 0.04%
8,860
+2,840
160
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161
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44,750
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162
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2,367
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163
$419K 0.03%
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164
$416K 0.03%
2,807
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165
$386K 0.03%
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166
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167
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105,600
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168
$351K 0.03%
3,028
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169
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170
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4,328
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171
$323K 0.03%
7,024
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172
$323K 0.03%
3,779
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173
$320K 0.03%
1,062
+336
174
$319K 0.03%
5,089
+1,622
175
$308K 0.03%
3,465
-140
5 6
7
8 9