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
+$7.47M
2
+$6.86M
3
+$5.37M
4
AVGO icon
Broadcom
AVGO
+$5.37M
5
GD icon
General Dynamics
GD
+$5.07M

Top Sells

1
+$5.09M
2
+$4.75M
3
+$4.2M
4
DE icon
Deere & Co
DE
+$3.67M
5
CSX icon
CSX Corp
CSX
+$3.54M

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%
233
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155
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-119,810
156
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-1,070
157
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-7,659
158
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-115,115
159
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-9,183
160
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161
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-7,670
162
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163
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164
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165
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166
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167
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168
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169
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170
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171
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4 5 6
7
8