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
$712M
AUM Growth
-$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.49M
3
+$4.24M
4
ANET icon
Arista Networks
ANET
+$3.58M
5
DE icon
Deere & Co
DE
+$2.8M

Top Sells

1
+$5.85M
2
+$5.54M
3
+$5.13M
4
PODD icon
Insulet
PODD
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$3.31M

Sector Composition

1 Healthcare 32.73%
2 Technology 21.4%
3 Financials 15.94%
4 Consumer Discretionary 8.34%
5 Communication Services 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$465K 0.07%
10,784
-5,787
152
$438K 0.06%
13,515
+184
153
$429K 0.06%
12,918
-6,889
154
$426K 0.06%
6,473
-3,477
155
$407K 0.06%
17,585
156
$386K 0.05%
3,565
-1,906
157
$379K 0.05%
5,066
-2,665
158
$355K 0.05%
9,748
+1,396
159
$312K 0.04%
10,576
-10,622
160
$297K 0.04%
+13,789
161
$288K 0.04%
21,843
+8
162
$284K 0.04%
8,058
-4,295
163
$276K 0.04%
+2,810
164
$7.45K ﹤0.01%
28
165
– –
-23,427
166
– –
-8,208
167
– –
-59,686
168
– –
-13,420
169
– –
-36,220
170
– –
-36,965
171
– –
-66,480
172
– –
-54,375
3 4 5 6
7