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
$1.34B
AUM Growth
-$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$21.5M
3
+$13.5M
4
AAPL icon
Apple
AAPL
+$13.3M
5
LHX icon
L3Harris
LHX
+$12.8M

Top Sells

1
+$24.4M
2
+$18.2M
3
+$17.9M
4
ANET icon
Arista Networks
ANET
+$16.2M
5
CSX icon
CSX Corp
CSX
+$13.4M

Sector Composition

1 Financials 20.97%
2 Technology 17.57%
3 Healthcare 13.15%
4 Consumer Discretionary 11.95%
5 Industrials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.6M 4.53%
436,138
-53,580
2
$40.2M 3%
463,200
-56,740
3
$34.5M 2.58%
616,456
+236,824
4
$31.9M 2.39%
179,384
-22,541
5
$31.2M 2.33%
181,357
-33,700
6
$30.1M 2.25%
242,348
-33,047
7
$30M 2.25%
492,840
-73,500
8
$29.6M 2.22%
552,718
-88,206
9
$29.5M 2.2%
214,835
-30,359
10
$28.4M 2.12%
353,031
+107,611
11
$27.9M 2.09%
255,716
+197,105
12
$27.7M 2.07%
192,467
-6,460
13
$27.1M 2.03%
230,667
+187,057
14
$26.3M 1.96%
155,369
-39,079
15
$25.4M 1.9%
303,674
-71,175
16
$24.9M 1.86%
194,515
-26,720
17
$24.8M 1.85%
549,462
+161,842
18
$24.5M 1.83%
840,992
-109,717
19
$22.1M 1.65%
102,263
-45,471
20
$22M 1.65%
279,576
-38,574
21
$22M 1.64%
131,523
-108,970
22
$20.6M 1.54%
198,764
-27,400
23
$20.4M 1.53%
52,362
-4,445
24
$20.4M 1.52%
165,357
+26,391
25
$19.9M 1.49%
297,448
-141,184
1
2 3 4 5