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
$1.4B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$13.7M
3 +$9.62M
4
LAD icon
Lithia Motors
LAD
+$9.31M
5
PENN icon
PENN Entertainment
PENN
+$9.01M

Sector Composition

1 Healthcare 26.46%
2 Technology 20.87%
3 Financials 15.59%
4 Consumer Discretionary 14.16%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,280
202
-20,424
203
-53,005
204
-9,181