MCWS

McKinley Carter Wealth Services Portfolio holdings

AUM $1.8B
1-Year Est. Return 13.55%
This Quarter Est. Return
1 Year Est. Return
+13.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.85%
2 Consumer Discretionary 3.71%
3 Healthcare 3.41%
4 Industrials 3.11%
5 Consumer Staples 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$389K 0.03%
11,500
227
$389K 0.03%
10,520
228
$380K 0.03%
4,298
-3,057
229
$375K 0.03%
4,700
-167
230
$374K 0.03%
6,815
+5
231
$368K 0.03%
4,535
+1
232
$365K 0.03%
2,699
+481
233
$364K 0.03%
8,951
+283
234
$358K 0.03%
21,346
-135
235
$353K 0.03%
4,220
-65
236
$353K 0.03%
7,358
237
$350K 0.03%
9,800
+1,400
238
$350K 0.03%
5,994
239
$350K 0.03%
5,199
-24
240
$340K 0.02%
4,035
-266
241
$333K 0.02%
8,022
-478
242
$332K 0.02%
6,732
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243
$329K 0.02%
405
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244
$319K 0.02%
1,710
-90
245
$317K 0.02%
1,339
-127
246
$312K 0.02%
1,623
+3
247
$309K 0.02%
8,135
+404
248
$301K 0.02%
12,157
-768
249
$294K 0.02%
1,540
+65
250
$294K 0.02%
2,000