MCWS
McKinley Carter Wealth Services Portfolio holdings
AUM
$1.8B
1-Year Return
13.55%
This Quarter Return
-1.22%
1 Year Return
+13.55%
3 Year Return
+47.47%
5 Year Return
+76%
10 Year Return
+178.82%
AUM
$306M
AUM Growth
+$15M
(+5.2%)
Cap. Flow
+$20.5M
Cap. Flow
% of AUM
6.71%
Top 10 Holdings %
Top 10 Hldgs %
41.61%
Holding
440
New
287
Increased
78
Reduced
59
Closed
–
Top Buys
| 1 |
Carnival Corp
CCL
|
$1.79M |
| 2 |
Abbott
ABT
|
$1.73M |
| 3 |
Microsoft
MSFT
|
$1.64M |
| 4 |
Apple
AAPL
|
$1.56M |
| 5 |
Brinker International
EAT
|
$1.54M |
Top Sells
| 1 |
AptarGroup
ATR
|
$1.82M |
| 2 |
Church & Dwight Co
CHD
|
$1.66M |
| 3 |
ESRX
Express Scripts Holding Company
ESRX
|
$1.59M |
| 4 |
Universal Health Services
UHS
|
$1.54M |
| 5 |
Hershey
HSY
|
$1.4M |
Sector Composition
| 1 | Technology | 8.91% |
| 2 | Consumer Staples | 7.43% |
| 3 | Consumer Discretionary | 7.23% |
| 4 | Healthcare | 6.86% |
| 5 | Industrials | 5.7% |
