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
$2.44B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$22.9M
3
+$21M
4
KKR icon
KKR & Co
KKR
+$19.9M
5
TSM icon
TSMC
TSM
+$19.6M

Top Sells

1
+$39.1M
2
+$30.3M
3
+$25.8M
4
HIMX
Himax Technologies
HIMX
+$20.4M
5
JPM icon
JPMorgan Chase
JPM
+$17.9M

Sector Composition

1 Consumer Discretionary 16.25%
2 Financials 14.98%
3 Technology 12.96%
4 Industrials 12.64%
5 Healthcare 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.91M 0.08%
34,342
-14,021
177
$1.89M 0.08%
69,005
-404
178
$1.87M 0.08%
22,691
-131
179
$1.84M 0.08%
584,316
-3,410
180
$1.78M 0.07%
+45,540
181
$1.59M 0.07%
266,416
-250,483
182
$1.57M 0.06%
+140,803
183
$1.46M 0.06%
68,872
-146,606
184
$1.45M 0.06%
+88,829
185
$1.41M 0.06%
63,560
-20,659
186
$1.4M 0.06%
123,897
-730
187
$1.38M 0.06%
174,853
-332,586
188
$1.29M 0.05%
117,571
-38,323
189
$1.27M 0.05%
9,176
-1,562
190
$1.2M 0.05%
37,758
-12,285
191
$1.1M 0.05%
29,850
-14,171
192
$1.05M 0.04%
13,096
-4,233
193
$1.04M 0.04%
32,010
-25,860
194
$970K 0.04%
31,065
-10,126
195
$949K 0.04%
89,299
-28,844
196
$912K 0.04%
35,225
-11,563
197
$890K 0.04%
23,960
-7,802
198
$835K 0.03%
32,317
-10,576
199
$817K 0.03%
24,818
-8,187
200
$786K 0.03%
44,010
-14,273
6 7
8
9 10