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
$1.29B
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$9.29M
3
+$8.31M
4
PNR icon
Pentair
PNR
+$7.13M
5
NOMD icon
Nomad Foods
NOMD
+$5.94M

Top Sells

1
+$20M
2
+$18.7M
3
+$15.4M
4
META icon
Meta Platforms (Facebook)
META
+$14.3M
5
TSLA icon
Tesla
TSLA
+$14.2M

Sector Composition

1 Healthcare 25.87%
2 Technology 21.69%
3 Financials 15.27%
4 Consumer Discretionary 12.93%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$779K 0.06%
5,210
152
$768K 0.06%
18,006
-1,329
153
$754K 0.06%
50,894
+409
154
$751K 0.06%
14,219
-377
155
$726K 0.06%
40,584
-3,065
156
$689K 0.05%
53,389
-3,889
157
$682K 0.05%
7,500
158
$669K 0.05%
84,130
-6,164
159
$654K 0.05%
1,333
+1
160
$654K 0.05%
13,901
-1,016
161
$650K 0.05%
1,762
162
$616K 0.05%
9,093
-238
163
$615K 0.05%
43,328
-1,085
164
$591K 0.05%
33,821
-2,337
165
$564K 0.04%
16,242
166
$554K 0.04%
9,181
-267
167
$553K 0.04%
33,186
-476,328
168
$553K 0.04%
10,445
-78,040
169
$550K 0.04%
53,932
+298
170
$545K 0.04%
13,940
-378
171
$545K 0.04%
15,904
-437
172
$527K 0.04%
1,462
+3
173
$508K 0.04%
3,556
+12
174
$495K 0.04%
19,689
-1,417
175
$472K 0.04%
+7,240
4 5 6
7
8