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
$356M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$2.42M
3 +$2.22M
4
ELV icon
Elevance Health
ELV
+$2.08M
5
CACI icon
CACI
CACI
+$1.94M

Top Sells

1 +$3.02M
2 +$2.42M
3 +$2.26M
4
CLX icon
Clorox
CLX
+$2.21M
5
EAT icon
Brinker International
EAT
+$1.99M

Sector Composition

1 Technology 10.89%
2 Consumer Discretionary 8.34%
3 Healthcare 7.46%
4 Consumer Staples 5.79%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-102,457
152
-5,027
153
-3,246
154
-11,552
155
-54,742
156
-13,749