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
$1.47B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15.4M
3
+$14.3M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$13.5M
5
RTX icon
RTX Corp
RTX
+$12.3M

Top Sells

1
+$19.5M
2
+$16.6M
3
+$15.8M
4
SHOP icon
Shopify
SHOP
+$11.9M
5
DIS icon
Walt Disney
DIS
+$11.5M

Sector Composition

1 Healthcare 25.33%
2 Technology 20.88%
3 Financials 16.07%
4 Consumer Discretionary 12.77%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$764K 0.05%
43,649
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152
$763K 0.05%
8,619
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153
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53,720
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175
$491K 0.03%
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