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
101
$432K 0.14%
21,876
102
$430K 0.14%
8,340
-100
103
$428K 0.14%
2,508
-13
104
$423K 0.14%
3,840
+450
105
$417K 0.14%
11,000
-4,315
106
$409K 0.13%
3,791
+534
107
$408K 0.13%
1,847
+578
108
$406K 0.13%
5,848
+483
109
$397K 0.13%
3,319
-65
110
$394K 0.13%
1,164
+49
111
$391K 0.13%
22,173
-126
112
$385K 0.13%
4,800
+1,052
113
$384K 0.13%
13,065
+3,669
114
$378K 0.12%
2,448
+612
115
$377K 0.12%
2,780
-225
116
$372K 0.12%
27,276
-6,220
117
$362K 0.12%
1,559
118
$359K 0.12%
9,184
+265
119
$357K 0.12%
7,061
-170
120
$355K 0.12%
2,599
-673
121
$353K 0.12%
4,922
+1,066
122
$340K 0.11%
1,702
+20
123
$340K 0.11%
9,910
-3,063
124
$339K 0.11%
4,490
125
$321K 0.1%
1,486
3 4
5
6 7