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
$1.12B
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$6.93M
3
+$6.6M
4
GNRC icon
Generac Holdings
GNRC
+$5.35M
5
DXCM icon
DexCom
DXCM
+$5.26M

Top Sells

1
+$8.39M
2
+$7.61M
3
+$6.16M
4
CASY icon
Casey's General Stores
CASY
+$5.87M
5
ROKU icon
Roku
ROKU
+$5.74M

Sector Composition

1 Healthcare 34.33%
2 Technology 18.06%
3 Financials 15.57%
4 Consumer Discretionary 13%
5 Materials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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-10,220
177
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178
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-61,560
179
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-49,910
180
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-4,247
181
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-14,804
182
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-38,700
183
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-2,335
184
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185
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-21,426
186
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-59,580
187
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-3,500
188
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-110,790
4 5 6 7
8