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
$1.53B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.9M
3
+$17.5M
4
UNH icon
UnitedHealth
UNH
+$16.3M
5
UNP icon
Union Pacific
UNP
+$15.7M

Top Sells

1
+$19.9M
2
+$14.8M
3
+$14.6M
4
NOMD icon
Nomad Foods
NOMD
+$13.8M
5
PANW icon
Palo Alto Networks
PANW
+$13.2M

Sector Composition

1 Healthcare 20.41%
2 Technology 19.28%
3 Financials 17.94%
4 Consumer Discretionary 10.87%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$412K 0.03%
2,590
+53
177
$409K 0.03%
1,698
+53
178
$406K 0.03%
6,060
+200
179
$399K 0.03%
5,203
+111
180
$373K 0.02%
78,750
+46,551
181
$366K 0.02%
640
+50
182
$351K 0.02%
+309
183
$336K 0.02%
+19,550
184
$286K 0.02%
8,369
-59,704
185
$243K 0.02%
1,400
-290
186
$226K 0.01%
1,060
-220
187
$53K ﹤0.01%
2,702
188
– –
-41,822
189
– –
-80,330
190
– –
-1,700
191
– –
-342,980
192
– –
-354,700
193
– –
-42,574
194
– –
-4,418
195
– –
-68,467
196
– –
-24,156
197
– –
-8,308
198
– –
-1,355
199
– –
-46,060
200
– –
-1,529
5 6 7
8
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