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
$1.57B
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$33.3M
3
+$26.4M
4
JWN
Nordstrom
JWN
+$17.2M
5
WPX
WPX Energy, Inc.
WPX
+$15M

Top Sells

1
+$39.3M
2
+$23.3M
3
+$23.3M
4
EGN
Energen
EGN
+$22M
5
STZ icon
Constellation Brands
STZ
+$19.9M

Sector Composition

1 Financials 20.86%
2 Healthcare 19.12%
3 Consumer Discretionary 16.89%
4 Technology 14.43%
5 Industrials 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$206K 0.01%
3,516
-16
202
$204K 0.01%
8,756
203
$203K 0.01%
+418
204
$199K 0.01%
+2,260
205
$196K 0.01%
+2,250
206
$194K 0.01%
656
-3
207
$192K 0.01%
2,071
-162
208
$184K 0.01%
3,454
-220
209
$184K 0.01%
1,699
-7,315
210
$182K 0.01%
4,518
-404
211
$181K 0.01%
2,228
-203
212
$176K 0.01%
3,205
-255
213
$174K 0.01%
3,086
-246
214
$172K 0.01%
3,050
-200
215
$171K 0.01%
2,399
-197
216
$169K 0.01%
1,228
-107
217
$169K 0.01%
4,717
-465
218
$167K 0.01%
1,460
-117
219
$166K 0.01%
1,469
-765
220
$166K 0.01%
2,158
-10
221
$162K 0.01%
1,575
-126
222
$158K 0.01%
3,549
-4,129
223
$149K 0.01%
5,156
-1,504
224
$147K 0.01%
2,685
-223
225
$147K 0.01%
+940
7 8
9
10 11