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
$445M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$5.23M
3
+$3.93M
4
QCOM icon
Qualcomm
QCOM
+$3.78M
5
ATVI
Activision Blizzard
ATVI
+$3.55M

Top Sells

1
+$14M
2
+$4.51M
3
+$4.05M
4
BDX icon
Becton Dickinson
BDX
+$3.63M
5
ECL icon
Ecolab
ECL
+$3.52M

Sector Composition

1 Technology 14.58%
2 Consumer Discretionary 7.64%
3 Healthcare 6.06%
4 Consumer Staples 4.93%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.39M 0.99%
42,619
+2,311
27
$4.38M 0.99%
24,681
+1,023
28
$4.36M 0.98%
152,165
-3,285
29
$4.14M 0.93%
51,247
+48,600
30
$4.09M 0.92%
110,275
-16,025
31
$4.03M 0.91%
10,200
+159
32
$3.99M 0.9%
11,066
+1,002
33
$3.98M 0.89%
71,531
-119
34
$3.92M 0.88%
34,630
+770
35
$3.9M 0.88%
50,771
+4,448
36
$3.83M 0.86%
52,933
+4,846
37
$3.81M 0.86%
17,481
+303
38
$3.78M 0.85%
+32,097
39
$3.75M 0.84%
33,938
+951
40
$3.55M 0.8%
+43,884
41
$3.46M 0.78%
+6,914
42
$3.39M 0.76%
15,923
+1,594
43
$3.32M 0.75%
+40,078
44
$3.14M 0.71%
22,605
+530
45
$3.08M 0.69%
+31,020
46
$2.59M 0.58%
+28,152
47
$2.58M 0.58%
18,654
+107
48
$2.32M 0.52%
10,567
+352
49
$2.2M 0.49%
13,271
+3
50
$2.07M 0.47%
13,175
+508
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