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
$105M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.21M
3
+$1.75M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.64M
5
AMGN icon
Amgen
AMGN
+$1.43M

Top Sells

1
+$1.68M
2
+$1.42M
3
+$1.36M
4
PX
Praxair Inc
PX
+$1.31M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$1.25M

Sector Composition

1 Healthcare 11.22%
2 Consumer Staples 8.69%
3 Consumer Discretionary 6.81%
4 Technology 6.61%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-42,718
102
– –
-4,560
103
– –
-28,051
104
– –
-21,713
105
– –
-9,869
1 2 3 4
5