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
$755M
AUM Growth
+$8.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.36M
3
+$6.03M
4
NVDA icon
NVIDIA
NVDA
+$4.42M
5
FMX icon
Fomento Económico Mexicano
FMX
+$4.35M

Top Sells

1
+$10.4M
2
+$6.48M
3
+$5.66M
4
BAC icon
Bank of America
BAC
+$5.65M
5
NFG icon
National Fuel Gas
NFG
+$5.48M

Sector Composition

1 Healthcare 37.33%
2 Technology 20.76%
3 Financials 14.08%
4 Consumer Discretionary 6.84%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$589K 0.08%
9,289
-85
152
$548K 0.07%
+5,445
153
$544K 0.07%
45,673
-463
154
$520K 0.07%
13,381
-114
155
$479K 0.06%
12,693
-393
156
$379K 0.05%
17,585
157
$369K 0.05%
8,400
-200
158
$323K 0.04%
8,352
159
$265K 0.04%
+22,302
160
$6.84K ﹤0.01%
28
-4,230
161
– –
-4,531
162
– –
-2,877
163
– –
-170,600
164
– –
-9,716
165
– –
-35,838
166
– –
-93,252
167
– –
-5,493
168
– –
-50,031
169
– –
-75,053
170
– –
-12,946
171
– –
-98,423
172
– –
-40,466
173
– –
-127,260
174
– –
-91,350
175
– –
-4,848
4 5 6
7
8