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
$712M
AUM Growth
-$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.49M
3
+$4.24M
4
ANET icon
Arista Networks
ANET
+$3.58M
5
DE icon
Deere & Co
DE
+$2.8M

Top Sells

1
+$5.85M
2
+$5.54M
3
+$5.13M
4
PODD icon
Insulet
PODD
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$3.31M

Sector Composition

1 Healthcare 32.73%
2 Technology 21.4%
3 Financials 15.94%
4 Consumer Discretionary 8.34%
5 Communication Services 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.1M 6.05%
136,501
-10,482
2
$37.9M 5.33%
221,524
-8,697
3
$29.2M 4.1%
57,861
-2,280
4
$19.7M 2.76%
154,731
-6,669
5
$18.5M 2.6%
425,480
-42,910
6
$16.7M 2.35%
126,855
+2,978
7
$15.3M 2.16%
51,128
+2,501
8
$15.3M 2.14%
35,108
-1,576
9
$11.3M 1.58%
579,201
-21,493
10
$10.2M 1.43%
33,660
-1,360
11
$9.85M 1.38%
711,151
-31,655
12
$9.42M 1.32%
34,489
+45
13
$9.28M 1.3%
54,746
-2,261
14
$9.24M 1.3%
337,594
-14,757
15
$9.1M 1.28%
16,113
-898
16
$9.1M 1.28%
31,142
+56
17
$8.73M 1.23%
74,285
-3,338
18
$8.49M 1.19%
33,950
+3,168
19
$8.3M 1.17%
36,098
-1,870
20
$8.09M 1.14%
55,458
-2,832
21
$7.89M 1.11%
15,590
-5,280
22
$7.3M 1.03%
75,380
23
$7.22M 1.01%
177,666
-7,105
24
$7.08M 0.99%
359,358
-16,724
25
$7M 0.98%
477,088
-18,787
1
2 3 4 5