MCWS

McKinley Carter Wealth Services Portfolio holdings

AUM $1.9B
1-Year Est. Return 13.91%
This Quarter Est. Return
1 Year Est. Return
+13.91%
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
376
$10K ﹤0.01%
+400
377
$10K ﹤0.01%
+286
378
$10K ﹤0.01%
+40
379
$10K ﹤0.01%
+72
380
$10K ﹤0.01%
+500
381
$9K ﹤0.01%
+200
382
$9K ﹤0.01%
+143
383
$8K ﹤0.01%
+100
384
$8K ﹤0.01%
+115
385
$8K ﹤0.01%
+259
386
$7K ﹤0.01%
+320
387
$7K ﹤0.01%
+100
388
$7K ﹤0.01%
+222
389
$7K ﹤0.01%
+222
390
$7K ﹤0.01%
+125
391
$7K ﹤0.01%
+100
392
$7K ﹤0.01%
+182
393
$7K ﹤0.01%
+41
394
$7K ﹤0.01%
+75
395
$7K ﹤0.01%
+20
396
$7K ﹤0.01%
+100
397
$6K ﹤0.01%
+150
398
$6K ﹤0.01%
+140
399
$6K ﹤0.01%
+50
400
$6K ﹤0.01%
+90
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