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
$1.39B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$13.7M
3
+$13.5M
4
PG icon
Procter & Gamble
PG
+$12M
5
META icon
Meta Platforms (Facebook)
META
+$6.83M

Top Sells

1
+$17.9M
2
+$15.1M
3
+$12.3M
4
CAT icon
Caterpillar
CAT
+$11.3M
5
TRU icon
TransUnion
TRU
+$7.75M

Sector Composition

1 Financials 19.36%
2 Healthcare 17.18%
3 Technology 12.88%
4 Consumer Discretionary 12.57%
5 Industrials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$309K 0.02%
2,590
+1,761
177
$283K 0.02%
1,610
178
$278K 0.02%
1,835
179
$275K 0.02%
5,201
180
$274K 0.02%
3,609
-327
181
$263K 0.02%
1,514
182
$258K 0.02%
38,143
+8,750
183
$256K 0.02%
1,913
+1,480
184
$251K 0.02%
1,433
185
$226K 0.02%
2,170
186
$188K 0.01%
5,268
+2,330
187
$174K 0.01%
4,930
188
$168K 0.01%
1,597
-2,993
189
$166K 0.01%
940
190
$157K 0.01%
870
191
$154K 0.01%
2,930
192
$128K 0.01%
810
193
$105K 0.01%
1,511
194
$95K 0.01%
1,900
195
$89K 0.01%
2,360
196
$88K 0.01%
25,672
-360
197
$87K 0.01%
935
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198
$85K 0.01%
3,048
199
$83K 0.01%
492
-93
200
$83K 0.01%
672
+271
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