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
$226M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

1 +$273K
2 +$212K
3 +$127K
4
CLX icon
Clorox
CLX
+$111K
5
GE icon
GE Aerospace
GE
+$109K

Sector Composition

1 Consumer Staples 11.15%
2 Healthcare 8.48%
3 Technology 6.59%
4 Industrials 6.29%
5 Consumer Discretionary 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$212K 0.09%
+2,706
127
$201K 0.09%
+1,421
128
$198K 0.09%
13,123
+369
129
$164K 0.07%
12,929
130
$42K 0.02%
+10,884