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
301
$25.5K ﹤0.01%
4,000
302
-60,715
303
-2,092
304
-2,988
305
-3,225
306
-2,788
307
-79,259