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
$91.8M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.68M
3
+$1.08M
4
CTSH icon
Cognizant
CTSH
+$1.01M
5
DIS icon
Walt Disney
DIS
+$982K

Top Sells

1
+$4.13M
2
+$1.72M
3
+$1.68M
4
AAPL icon
Apple
AAPL
+$1.38M
5
XOM icon
Exxon Mobil
XOM
+$1.37M

Sector Composition

1 Consumer Discretionary 12.55%
2 Healthcare 11.4%
3 Industrials 10.68%
4 Technology 6.69%
5 Financials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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