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
$1.24B
AUM Growth
-$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.8M
3
+$7.86M
4
TSLA icon
Tesla
TSLA
+$7.5M
5
TD icon
Toronto Dominion Bank
TD
+$7.18M

Top Sells

1
+$21.8M
2
+$20.1M
3
+$11.2M
4
SHOP icon
Shopify
SHOP
+$6.03M
5
ACN icon
Accenture
ACN
+$5.4M

Sector Composition

1 Healthcare 22.87%
2 Technology 20.35%
3 Financials 16.49%
4 Consumer Discretionary 13.22%
5 Communication Services 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$644K 0.05%
2,270
152
$614K 0.05%
12,960
153
$610K 0.05%
43,738
-568
154
$591K 0.05%
19,469
-336
155
$584K 0.05%
57,323
-389
156
$581K 0.05%
3,894
+83
157
$578K 0.05%
10,632
-508
158
$548K 0.04%
22,776
-593
159
$533K 0.04%
+8,300
160
$528K 0.04%
5,234
-536
161
$521K 0.04%
10,691
-501
162
$515K 0.04%
17,114
163
$509K 0.04%
4,713
-128
164
$485K 0.04%
1,857
165
$464K 0.04%
92,560
-830
166
$460K 0.04%
94,581
-43
167
$459K 0.04%
1,442
+17
168
$441K 0.04%
51,591
-505
169
$440K 0.04%
27,862
-820
170
$404K 0.03%
22,548
-232
171
$387K 0.03%
1,579
+19
172
$383K 0.03%
3,836
+42
173
$374K 0.03%
144,537
-135,232
174
$355K 0.03%
6,120
+60
175
$352K 0.03%
53,110
-54
5 6
7
8 9