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
201
$122K 0.04%
+7,028
202
$120K 0.04%
+2,168
203
$120K 0.04%
+4,525
204
$120K 0.04%
+4,251
205
$120K 0.04%
+3,001
206
$118K 0.04%
2,789
-2,907
207
$117K 0.04%
1,818
-960
208
$111K 0.04%
1,622
-1,707
209
$110K 0.04%
+4,655
210
$110K 0.04%
+400
211
$109K 0.04%
2,069
-16,463
212
$106K 0.03%
+1,683
213
$105K 0.03%
+3,499
214
$105K 0.03%
+5,940
215
$104K 0.03%
+934
216
$103K 0.03%
+4,733
217
$99K 0.03%
+566
218
$98K 0.03%
+1,153
219
$97K 0.03%
+5,460
220
$92K 0.03%
+2,008
221
$90K 0.03%
+868
222
$88K 0.03%
+342
223
$86K 0.03%
+2,466
224
$86K 0.03%
+1,522
225
$85K 0.03%
+426
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