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
$765M
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$3.72M
3
+$3.54M
4
EVH icon
Evolent Health
EVH
+$3.49M
5
TMO icon
Thermo Fisher Scientific
TMO
+$3.05M

Top Sells

1
+$13.9M
2
+$11.4M
3
+$7.11M
4
BLK icon
Blackrock
BLK
+$6.42M
5
ALGN icon
Align Technology
ALGN
+$6.37M

Sector Composition

1 Healthcare 34.38%
2 Technology 18.69%
3 Financials 15.73%
4 Consumer Discretionary 8.39%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-19,681
177
– –
-11,185
178
– –
-17,720
179
– –
-22,347
180
– –
-82,780
181
– –
-10,591
182
– –
-13,943
183
– –
-32,301
4 5 6 7
8