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
$2.33B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$27.3M
3
+$18.9M
4
SU icon
Suncor Energy
SU
+$17.6M
5
VTRS icon
Viatris
VTRS
+$16.4M

Top Sells

1
+$44.3M
2
+$27M
3
+$21.1M
4
PKG icon
Packaging Corp of America
PKG
+$20.4M
5
BALL icon
Ball Corp
BALL
+$19.5M

Sector Composition

1 Healthcare 17.88%
2 Consumer Discretionary 15.17%
3 Industrials 13.67%
4 Technology 13.15%
5 Financials 11.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.6M 0.07%
79,058
-123
202
$1.58M 0.07%
32,052
+4,501
203
$1.51M 0.06%
+225,006
204
$1.35M 0.06%
33,771
-2,067
205
$1.34M 0.06%
235,715
+38,730
206
$1.32M 0.06%
14,869
+145
207
$1.31M 0.06%
22,677
-467,643
208
$1.31M 0.06%
+81,506
209
$1.29M 0.06%
34,610
-1,808
210
$1.28M 0.06%
+75,616
211
$1.26M 0.05%
159,190
-892,854
212
$1.26M 0.05%
42,951
-4,870
213
$1.25M 0.05%
109,357
+1,829
214
$1.24M 0.05%
+107,614
215
$1.24M 0.05%
70,583
+70,023
216
$1.2M 0.05%
+78,489
217
$1.14M 0.05%
116,610
218
$1.13M 0.05%
22,021
-2,503
219
$1.13M 0.05%
59,929
+1,149
220
$1.05M 0.05%
143,057
+57,895
221
$1.03M 0.04%
+71,339
222
$1.03M 0.04%
78,830
-6,123
223
$1.02M 0.04%
28,042
-3,169
224
$1.01M 0.04%
17,687
-2,013
225
$1M 0.04%
+109,993
7 8
9
10 11