Top 5 Stock Picks of Robert B. Gillam’s McKinley Capital Management

01. Microsoft Corporation (NASDAQ:MSFT)

McKinley Capital Management’s Stake Value: $43.284 million

Percentage of McKinley Capital Management’s 13F Portfolio: 5.65%

Number of Hedge Fund Holders as of Q1 2022: 259

Microsoft Corporation (NASDAQ:MSFT) has returned 304% over the last five years and is probably poised to be a strong leading growth stock in the years to come.

McKinley Capital Management’s stake in Microsoft Corporation (NASDAQ:MSFT) declined by 9% during the second quarter.

In its Q1 2022 investor letter, Carillon Clarivest Capital Appreciation Fund mentioned Microsoft Corporation (NASDAQ:MSFT) and explained its insights for the company. Here is what the fund said:

“Stock selection contributed the most while sector allocation was also positive. An underweight to communication services and an overweight to energy helped performance, while an underweight to consumer staples and an overweight to materials detracted. Stock selection was strong within healthcare and materials but was weak within information technology and industrials. Microsoft (NASDAQ:MSFT) reported positive results driven by personal computing strength, but analysts were especially positive on its growth outlook for its Azure cloud-computing services.”

You can also take a peek at Donald Yacktman’s Latest Portfolio: Top 10 Stock Picks  and Simon Sadler’s Segantii Capital is Bullish on These 10 Stocks

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