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
$755M
AUM Growth
+$8.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.36M
3
+$6.03M
4
NVDA icon
NVIDIA
NVDA
+$4.42M
5
FMX icon
Fomento Económico Mexicano
FMX
+$4.35M

Top Sells

1
+$10.4M
2
+$6.48M
3
+$5.66M
4
BAC icon
Bank of America
BAC
+$5.65M
5
NFG icon
National Fuel Gas
NFG
+$5.48M

Sector Composition

1 Healthcare 37.33%
2 Technology 20.76%
3 Financials 14.08%
4 Consumer Discretionary 6.84%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.4M 6.02%
157,566
-3,112
2
$40.8M 5.4%
247,311
-3,981
3
$35M 4.64%
74,047
-8,093
4
$16.2M 2.15%
156,787
-4,403
5
$16.1M 2.14%
72,149
-16,632
6
$15.1M 2%
542,800
+159,160
7
$14.6M 1.93%
40,957
-232
8
$13.7M 1.82%
132,143
-3,556
9
$13.6M 1.8%
23,570
10
$11.3M 1.5%
61,921
-744
11
$11.1M 1.47%
605,564
-5,909
12
$10.9M 1.45%
22,526
-3,790
13
$10.2M 1.35%
95,946
-1,164
14
$10M 1.33%
+47,316
15
$9.59M 1.27%
64,473
-512
16
$9.41M 1.25%
41,756
-697
17
$9.29M 1.23%
18,698
+239
18
$9.22M 1.22%
730,857
-6,212
19
$8.65M 1.15%
18,810
20
$8.36M 1.11%
+335,467
21
$8.24M 1.09%
28,870
+7,990
22
$7.94M 1.05%
38,261
+14,987
23
$7.9M 1.05%
30,910
24
$7.66M 1.01%
25,960
-1,833
25
$7.54M 1%
16,903
-303
1
2 3 4 5