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
26
$2.78M 0.91%
34,563
+24
27
$2.73M 0.89%
36,569
+1,301
28
$2.54M 0.83%
40,165
-123
29
$2.53M 0.83%
26,645
-385
30
$2.5M 0.82%
43,102
+527
31
$2.44M 0.8%
59,902
+88
32
$2.32M 0.76%
17,443
+498
33
$2.31M 0.76%
140,145
+1,095
34
$2.22M 0.73%
14,649
-901
35
$2.17M 0.71%
42,120
-1,480
36
$2.15M 0.7%
12,407
+7,627
37
$2.12M 0.69%
15,486
+1,443
38
$2.08M 0.68%
6,072
39
$2.06M 0.67%
58,342
-370
40
$2.02M 0.66%
34,755
+296
41
$1.96M 0.64%
32,733
+28,846
42
$1.81M 0.59%
12,294
+20
43
$1.81M 0.59%
6,450
+530
44
$1.81M 0.59%
34,032
+3,322
45
$1.79M 0.59%
21,212
+9
46
$1.79M 0.59%
+27,320
47
$1.77M 0.58%
22,323
+1,477
48
$1.63M 0.53%
16,217
-807
49
$1.56M 0.51%
25,304
+2,738
50
$1.54M 0.5%
+42,748
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2
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