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MCM

McKinley Capital Management Portfolio holdings

AUM $571M
1-Year Est. Return 36.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$778M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$6.34M
3
+$5.38M
4
GD icon
General Dynamics
GD
+$4.76M
5
AVGO icon
Broadcom
AVGO
+$4.56M

Top Sells

1
+$5.09M
2
+$4.34M
3
+$4.2M
4
DE icon
Deere & Co
DE
+$3.67M
5
UNH icon
UnitedHealth
UNH
+$3.55M

Sector Composition

1 Healthcare 33.32%
2 Technology 21.54%
3 Financials 15.66%
4 Consumer Discretionary 8%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$357K 0.05%
+1,847
152
$354K 0.05%
2,817
-748
153
$350K 0.05%
6,982
-3,802
154
$70.6K 0.01%
932
+820
155
– –
-7,659
156
– –
-115,115
157
– –
-9,183
158
– –
-9,721
159
– –
-3,269
160
– –
-12,918
161
– –
-23,120
162
– –
-13,789
163
– –
-8,058
164
– –
-10,576
165
– –
-17,585
166
– –
-7,670
167
– –
-53,872
168
– –
-2,810
169
– –
-22,630
170
– –
-63,374
171
– –
-6,473
172
– –
-4,959
173
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-13,482
174
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-51,329
175
– –
-214,340
4 5 6
7
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