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
$778M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$6.86M
3
+$5.37M
4
AVGO icon
Broadcom
AVGO
+$5.37M
5
GD icon
General Dynamics
GD
+$5.07M

Top Sells

1
+$5.09M
2
+$4.75M
3
+$4.2M
4
DE icon
Deere & Co
DE
+$3.67M
5
CSX icon
CSX Corp
CSX
+$3.54M

Sector Composition

1 Healthcare 33.32%
2 Technology 21.54%
3 Financials 15.66%
4 Consumer Discretionary 8%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-13,482
177
– –
-51,329
178
– –
-214,340
4 5 6 7
8