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
$192M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$676K
3
+$670K
4
SHW icon
Sherwin-Williams
SHW
+$619K
5
CPB icon
Campbell Soup
CPB
+$607K

Top Sells

1
+$514K
2
+$493K
3
+$412K
4
KMB icon
Kimberly-Clark
KMB
+$410K
5
ECL icon
Ecolab
ECL
+$392K

Sector Composition

1 Consumer Staples 14.06%
2 Healthcare 9.53%
3 Consumer Discretionary 6.99%
4 Industrials 6.4%
5 Technology 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 1.21%
36,088
+7,664
27
$2.31M 1.2%
17,957
+2,025
28
$2.26M 1.18%
58,636
+4,120
29
$2.22M 1.15%
15,693
+956
30
$2.21M 1.15%
16,478
-143
31
$2.18M 1.13%
7,994
-27
32
$2.17M 1.13%
14,657
+881
33
$2.12M 1.11%
28,026
+1,989
34
$1.91M 0.99%
32,507
+3,651
35
$1.88M 0.98%
38,234
+5,093
36
$1.85M 0.97%
14,117
+2,079
37
$1.83M 0.95%
32,028
+2,240
38
$1.82M 0.95%
60,985
+14,560
39
$1.82M 0.95%
15,820
+1,977
40
$1.8M 0.94%
11,842
+4,398
41
$1.75M 0.91%
14,646
+5,668
42
$1.7M 0.88%
20,057
+142
43
$1.69M 0.88%
21,878
+7
44
$1.6M 0.83%
16,308
+6,321
45
$1.59M 0.83%
23,918
+9,128
46
$1.57M 0.82%
15,090
+1,835
47
$1.38M 0.72%
124,560
+46,432
48
$1.37M 0.71%
13,508
-172
49
$1.16M 0.6%
7,670
-392
50
$1.06M 0.55%
23,337
-560
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