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
$748M
AUM Growth
-$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$4.11M
3
+$2.81M
4
BWXT icon
BWX Technologies
BWXT
+$2.55M
5
INSP icon
Inspire Medical Systems
INSP
+$2.49M

Top Sells

1
+$9.18M
2
+$7.35M
3
+$6.68M
4
BG icon
Bunge Global
BG
+$5.19M
5
ELV icon
Elevance Health
ELV
+$4.43M

Sector Composition

1 Healthcare 32.69%
2 Technology 23.08%
3 Financials 14.48%
4 Consumer Discretionary 8.13%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.1M 6.69%
146,983
-10,583
2
$44.7M 5.97%
230,221
-17,090
3
$28.9M 3.86%
60,141
-13,906
4
$21M 2.81%
161,400
+4,613
5
$19.8M 2.65%
468,390
-74,410
6
$15.7M 2.09%
36,684
-4,273
7
$15M 2%
123,877
-8,266
8
$14M 1.86%
48,627
+1,311
9
$11.3M 1.51%
600,694
-4,870
10
$10.9M 1.45%
20,870
-2,700
11
$10.9M 1.45%
35,020
+9,060
12
$10.6M 1.42%
31,086
+7,046
13
$10.6M 1.41%
57,007
-4,914
14
$10.5M 1.4%
34,444
+5,574
15
$10.1M 1.34%
87,192
-8,754
16
$9.97M 1.33%
742,806
+11,949
17
$9.64M 1.29%
352,351
+16,884
18
$9.16M 1.22%
17,011
-1,687
19
$9.02M 1.2%
37,968
-3,788
20
$8.84M 1.18%
58,290
-6,183
21
$8.33M 1.11%
77,623
+22,602
22
$8.22M 1.1%
75,380
+15,230
23
$8.06M 1.08%
30,782
-7,479
24
$7.4M 0.99%
184,771
-1,440
25
$7.21M 0.96%
376,082
-2,016
1
2 3 4 5