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
$1.23B
AUM Growth
-$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$16.5M
3
+$14.9M
4
PG icon
Procter & Gamble
PG
+$13.1M
5
CVS icon
CVS Health
CVS
+$12.3M

Top Sells

1
+$19.2M
2
+$18.8M
3
+$17.2M
4
BAP icon
Credicorp
BAP
+$16.2M
5
WPX
WPX Energy, Inc.
WPX
+$15M

Sector Composition

1 Financials 21%
2 Healthcare 20.32%
3 Technology 12.67%
4 Industrials 11.71%
5 Consumer Discretionary 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$307K 0.02%
+5,980
177
$287K 0.02%
3,936
+1,259
178
$280K 0.02%
11,386
-2,800
179
$268K 0.02%
1,005
-40
180
$251K 0.02%
+1,610
181
$241K 0.02%
1,514
-72
182
$232K 0.02%
1,835
-80
183
$222K 0.02%
5,201
-206
184
$216K 0.02%
1,433
-60
185
$201K 0.02%
+29,393
186
$197K 0.02%
2,170
-90
187
$183K 0.01%
+7,690
188
$172K 0.01%
+8,220
189
$148K 0.01%
9,340
190
$148K 0.01%
4,930
-200
191
$139K 0.01%
940
192
$128K 0.01%
2,930
-120
193
$119K 0.01%
870
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194
$113K 0.01%
1,755
-70
195
$108K 0.01%
810
-40
196
$92K 0.01%
72
-94
197
$87K 0.01%
3,048
-6,009
198
$87K 0.01%
1,511
-60
199
$84K 0.01%
+26,032
200
$82K 0.01%
1,900
-80
6 7
8
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