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
$1.39B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$13.7M
3
+$13.5M
4
PG icon
Procter & Gamble
PG
+$12M
5
META icon
Meta Platforms (Facebook)
META
+$6.83M

Top Sells

1
+$17.9M
2
+$15.1M
3
+$12.3M
4
CAT icon
Caterpillar
CAT
+$11.3M
5
TRU icon
TransUnion
TRU
+$7.75M

Sector Composition

1 Financials 19.36%
2 Healthcare 17.18%
3 Technology 12.88%
4 Consumer Discretionary 12.57%
5 Industrials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$83K 0.01%
738
202
$82K 0.01%
1,196
203
$81K 0.01%
1,300
204
$80K 0.01%
1,672
205
$71K 0.01%
517
206
$71K 0.01%
1,185
-282
207
$71K 0.01%
2,120
208
$68K ﹤0.01%
409
209
$67K ﹤0.01%
1,539
210
$65K ﹤0.01%
989
211
$64K ﹤0.01%
569
-158
212
$63K ﹤0.01%
1,512
213
$63K ﹤0.01%
730
-250
214
$63K ﹤0.01%
604
-81
215
$62K ﹤0.01%
+894
216
$59K ﹤0.01%
1,257
217
$59K ﹤0.01%
1,053
218
$57K ﹤0.01%
+2,271
219
$56K ﹤0.01%
239
-823
220
$56K ﹤0.01%
2,233
221
$56K ﹤0.01%
1,460
222
$55K ﹤0.01%
2,416
223
$55K ﹤0.01%
495
224
$53K ﹤0.01%
+1,172
225
$53K ﹤0.01%
1,479
7 8
9
10 11