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
$2.33B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$27.3M
3
+$18.9M
4
SU icon
Suncor Energy
SU
+$17.6M
5
VTRS icon
Viatris
VTRS
+$16.4M

Top Sells

1
+$44.3M
2
+$27M
3
+$21.1M
4
PKG icon
Packaging Corp of America
PKG
+$20.4M
5
BALL icon
Ball Corp
BALL
+$19.5M

Sector Composition

1 Healthcare 17.88%
2 Consumer Discretionary 15.17%
3 Industrials 13.67%
4 Technology 13.15%
5 Financials 11.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.94M 0.13%
280,867
-476
177
$2.92M 0.13%
81,431
-133
178
$2.87M 0.12%
54,904
-6,173
179
$2.86M 0.12%
+167,919
180
$2.81M 0.12%
166,061
-300
181
$2.78M 0.12%
118,870
+59,573
182
$2.76M 0.12%
+73,510
183
$2.74M 0.12%
99,619
-161
184
$2.58M 0.11%
112,602
-31,020
185
$2.41M 0.1%
7,635
-13
186
$2.37M 0.1%
176,190
-236
187
$2.35M 0.1%
399,102
-510
188
$2.28M 0.1%
+228,596
189
$2.28M 0.1%
+473,001
190
$2.25M 0.1%
85,306
-141
191
$2.23M 0.1%
47,780
-3,130
192
$2.18M 0.09%
132,709
+89,733
193
$2.16M 0.09%
23,909
-41
194
$2.16M 0.09%
24,532
-2,630
195
$2.12M 0.09%
77,636
-134
196
$1.86M 0.08%
87,480
+55,904
197
$1.85M 0.08%
+161,750
198
$1.76M 0.08%
+233,131
199
$1.75M 0.08%
27,387
-3,022
200
$1.72M 0.07%
+193,794
6 7
8
9 10