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
76
$474K 0.25%
6,387
+2,470
77
$435K 0.23%
2,772
78
$435K 0.23%
4,921
79
$423K 0.22%
3,733
-22
80
$413K 0.21%
11,540
+1,900
81
$408K 0.21%
3,921
82
$399K 0.21%
5,114
+68
83
$392K 0.2%
3,309
-3,309
84
$389K 0.2%
11,864
-2,783
85
$372K 0.19%
3,883
-232
86
$370K 0.19%
1,951
87
$367K 0.19%
4,411
-4,948
88
$359K 0.19%
3,353
-384
89
$344K 0.18%
4,351
-296
90
$321K 0.17%
6,787
-717
91
$320K 0.17%
13,137
-258
92
$314K 0.16%
4,916
+20
93
$310K 0.16%
6,876
+1
94
$302K 0.16%
5,830
+42
95
$298K 0.16%
7,401
96
$297K 0.15%
9,114
-1,432
97
$291K 0.15%
3,180
+880
98
$290K 0.15%
3,916
+148
99
$288K 0.15%
1,690
-2,076
100
$281K 0.15%
1,132
2 3
4
5 6