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
$1.23B
AUM Growth
-$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$16.5M
3
+$14.9M
4
PG icon
Procter & Gamble
PG
+$13.1M
5
CVS icon
CVS Health
CVS
+$12.3M

Top Sells

1
+$19.2M
2
+$18.8M
3
+$17.2M
4
BAP icon
Credicorp
BAP
+$16.2M
5
WPX
WPX Energy, Inc.
WPX
+$15M

Sector Composition

1 Financials 21%
2 Healthcare 20.32%
3 Technology 12.67%
4 Industrials 11.71%
5 Consumer Discretionary 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$82K 0.01%
2,938
-1,600
202
$82K 0.01%
829
-1,112
203
$80K 0.01%
830
-1,116
204
$79K 0.01%
3,848
-5,143
205
$78K 0.01%
1,300
-2,445
206
$76K 0.01%
980
-1,270
207
$75K 0.01%
7,805
-3,775
208
$71K 0.01%
1,257
-1,428
209
$71K 0.01%
2,360
-100
210
$70K 0.01%
281
-375
211
$70K 0.01%
738
-837
212
$68K 0.01%
585
-643
213
$68K 0.01%
1,672
-1,877
214
$67K 0.01%
1,495
-2,021
215
$67K 0.01%
1,053
-1,175
216
$65K 0.01%
727
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217
$64K 0.01%
1,196
-1,338
218
$62K 0.01%
1,467
-1,619
219
$60K ﹤0.01%
624
-845
220
$56K ﹤0.01%
517
-573
221
$56K ﹤0.01%
2,120
-2,398
222
$56K ﹤0.01%
685
-775
223
$53K ﹤0.01%
1,539
-1,715
224
$53K ﹤0.01%
+1,460
225
$52K ﹤0.01%
1,512
-1,693
7 8
9
10 11