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
$306M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.73M
3
+$1.64M
4
AAPL icon
Apple
AAPL
+$1.56M
5
EAT icon
Brinker International
EAT
+$1.54M

Top Sells

1
+$1.82M
2
+$1.66M
3
+$1.59M
4
UHS icon
Universal Health Services
UHS
+$1.54M
5
HSY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$20K 0.01%
+78
327
$20K 0.01%
+86
328
$19K 0.01%
+164
329
$19K 0.01%
+619
330
$19K 0.01%
+201
331
$19K 0.01%
+400
332
$19K 0.01%
+139
333
$19K 0.01%
+140
334
$19K 0.01%
+595
335
$19K 0.01%
+1,098
336
$18K 0.01%
+320
337
$18K 0.01%
+346
338
$18K 0.01%
+290
339
$17K 0.01%
+139
340
$17K 0.01%
385
-3,515
341
$16K 0.01%
+700
342
$16K 0.01%
+250
343
$16K 0.01%
+100
344
$16K 0.01%
+360
345
$16K 0.01%
+1,289
346
$16K 0.01%
+624
347
$16K 0.01%
+626
348
$16K 0.01%
+590
349
$15K ﹤0.01%
+2,300
350
$15K ﹤0.01%
+152
12 13
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