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
51
$1.48M 0.48%
17,618
+1,322
52
$1.48M 0.48%
9,442
+636
53
$1.46M 0.48%
+23,579
54
$1.44M 0.47%
22,048
+3,281
55
$1.43M 0.47%
+5,960
56
$1.33M 0.43%
49,304
+4,738
57
$1.33M 0.43%
39,975
+8,091
58
$1.25M 0.41%
12,588
+1,214
59
$1.17M 0.38%
15,223
-3,482
60
$1.14M 0.37%
103,138
-601
61
$1.14M 0.37%
8,902
-72
62
$1.04M 0.34%
30,801
+4,538
63
$1.02M 0.33%
14,140
+620
64
$1.01M 0.33%
9,145
+1
65
$989K 0.32%
19,080
+600
66
$933K 0.31%
5,838
-870
67
$897K 0.29%
3
68
$887K 0.29%
6,387
+2
69
$886K 0.29%
3,000
70
$861K 0.28%
9,966
+770
71
$824K 0.27%
11,813
+682
72
$820K 0.27%
3,115
-267
73
$815K 0.27%
5,559
+230
74
$804K 0.26%
15,973
-32,905
75
$803K 0.26%
8,480
+1,641
1 2
3
4 5