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
126
-7,501
127
-2,528
128
-8,282
129
-3,002
130
-6,466
131
-4,035
132
-1,748