MCM

McKinley Capital Management Portfolio holdings

AUM $571M
1-Year Est. Return 36.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
-$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$6.87M
3
+$6.42M
4
MRNA icon
Moderna
MRNA
+$5.7M
5
STLD icon
Steel Dynamics
STLD
+$5.42M

Top Sells

1
+$28.3M
2
+$21.4M
3
+$20.3M
4
AMZN icon
Amazon
AMZN
+$20.1M
5
META icon
Meta Platforms (Facebook)
META
+$14.9M

Sector Composition

1 Healthcare 33.67%
2 Financials 17.59%
3 Technology 15.73%
4 Consumer Discretionary 12.85%
5 Communication Services 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$60K 0.01%
220
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180
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182
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-144,346
183
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-46,659
184
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185
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186
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187
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188
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-76,170
189
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-10,665
4 5 6 7
8