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
$1.53B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.9M
3
+$17.5M
4
UNH icon
UnitedHealth
UNH
+$16.3M
5
UNP icon
Union Pacific
UNP
+$15.7M

Top Sells

1
+$19.9M
2
+$14.8M
3
+$14.6M
4
NOMD icon
Nomad Foods
NOMD
+$13.8M
5
PANW icon
Palo Alto Networks
PANW
+$13.2M

Sector Composition

1 Healthcare 20.41%
2 Technology 19.28%
3 Financials 17.94%
4 Consumer Discretionary 10.87%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71M 4.63%
449,937
+13,799
2
$45.1M 2.94%
614,392
-2,064
3
$42.1M 2.75%
455,700
-7,500
4
$42M 2.74%
204,408
+25,024
5
$34.6M 2.26%
517,500
+24,660
6
$34.2M 2.23%
555,156
+2,438
7
$33.8M 2.21%
389,628
+36,597
8
$33.1M 2.16%
175,939
-5,418
9
$30.5M 1.99%
218,941
-11,726
10
$30.5M 1.99%
239,745
-15,971
11
$30M 1.95%
220,231
+25,716
12
$29.9M 1.95%
101,631
+55,398
13
$29.6M 1.93%
167,135
+11,766
14
$27.8M 1.81%
319,988
+16,314
15
$27.8M 1.81%
132,327
+30,064
16
$27.7M 1.81%
786,762
-54,230
17
$26.8M 1.75%
214,462
-27,886
18
$22.9M 1.5%
167,880
-46,955
19
$22.6M 1.47%
473,826
-39,000
20
$22.3M 1.46%
206,252
+7,488
21
$21.8M 1.42%
163,770
-1,587
22
$21.2M 1.38%
326,431
+198,011
23
$20.9M 1.36%
92,272
+11,047
24
$20.1M 1.31%
+66,530
25
$19.9M 1.3%
495,734
-50,590
1
2 3 4 5