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
$1.39B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$13.7M
3
+$13.5M
4
PG icon
Procter & Gamble
PG
+$12M
5
META icon
Meta Platforms (Facebook)
META
+$6.83M

Top Sells

1
+$17.9M
2
+$15.1M
3
+$12.3M
4
CAT icon
Caterpillar
CAT
+$11.3M
5
TRU icon
TransUnion
TRU
+$7.75M

Sector Composition

1 Financials 19.36%
2 Healthcare 17.18%
3 Technology 12.88%
4 Consumer Discretionary 12.57%
5 Industrials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$574K 0.04%
+15,910
152
$545K 0.04%
2,044
-220
153
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154
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171
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173
$324K 0.02%
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174
$313K 0.02%
5,980
175
$311K 0.02%
4,664
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7
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