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
$2.55B
AUM Growth
+$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$24.7M
3
+$23.3M
4
HBI
Hanesbrands
HBI
+$13.8M
5
APTV icon
Aptiv
APTV
+$12.5M

Top Sells

1
+$41.1M
2
+$28.1M
3
+$26.9M
4
GEN icon
Gen Digital
GEN
+$25.6M
5
MDLZ icon
Mondelez International
MDLZ
+$18.5M

Sector Composition

1 Consumer Discretionary 18.29%
2 Financials 16.24%
3 Industrials 12.93%
4 Healthcare 12.79%
5 Technology 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.72M 0.07%
64,946
-728
202
$1.71M 0.07%
307,149
-479
203
$1.7M 0.07%
46,825
-73
204
$1.68M 0.07%
+419,402
205
$1.66M 0.07%
+453,654
206
$1.66M 0.06%
124,787
-194
207
$1.65M 0.06%
+118,075
208
$1.63M 0.06%
+193,196
209
$1.63M 0.06%
90,579
-142
210
$1.61M 0.06%
22,534
+12,590
211
$1.56M 0.06%
45,627
+1,145
212
$1.49M 0.06%
7,825
+5,681
213
$1.48M 0.06%
48,438
+1,267
214
$1.45M 0.06%
47,054
-692
215
$1.44M 0.06%
41,110
-406,690
216
$1.4M 0.05%
28,505
+17,122
217
$1.4M 0.05%
161,415
-2,376
218
$1.37M 0.05%
122,178
+34,387
219
$1.36M 0.05%
44,123
+111
220
$1.35M 0.05%
401,848
-622
221
$1.34M 0.05%
+33,794
222
$1.34M 0.05%
50,606
+14,434
223
$1.33M 0.05%
44,790
+16,297
224
$1.33M 0.05%
74,864
+3,769
225
$1.33M 0.05%
+255,191
7 8
9
10 11