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
$103M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$2.57M
2 +$1.72M
3 +$1.35M
4
AZO icon
AutoZone
AZO
+$1.22M
5
ESRX
Express Scripts Holding Company
ESRX
+$1.21M

Top Sells

1 +$2.26M
2 +$928K
3 +$868K
4
AAPL icon
Apple
AAPL
+$727K
5
VFC icon
VF Corp
VFC
+$725K

Sector Composition

1 Financials 11.05%
2 Consumer Discretionary 10.83%
3 Healthcare 10.78%
4 Industrials 10.17%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-26,694
127
-1,717
128
-12,330