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
$1.24B
AUM Growth
-$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$11.8M
3 +$7.86M
4
TSLA icon
Tesla
TSLA
+$7.5M
5
TD icon
Toronto Dominion Bank
TD
+$7.18M

Top Sells

1 +$21.8M
2 +$20.1M
3 +$11.2M
4
SHOP icon
Shopify
SHOP
+$6.03M
5
ACN icon
Accenture
ACN
+$5.4M

Sector Composition

1 Healthcare 22.87%
2 Technology 20.35%
3 Financials 16.49%
4 Consumer Discretionary 13.22%
5 Communication Services 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-163,770
202
-5,203
203
-14,193