MC
Muhlenkamp & Co Portfolio holdings
AUM
$380M
1-Year Est. Return
43.74%
This Fund
S&P 500
1 Year Est. Return
+43.74%
AUM
$380M
AUM Growth
+$7.97M
(+2.1%)
Holding
30
Top Buys
| 1 | +$13.6M | |
| 2 | +$239K | |
| 3 | +$79.4K | |
| 4 |
Celanese
CE
|
+$72.9K |
| 5 |
Equinox Gold
EQX
|
+$18.3K |
Top Sells
| 1 | +$17M | |
| 2 | +$6.14M | |
| 3 | +$3.93M | |
| 4 |
EQT Corp
EQT
|
+$2.92M |
| 5 |
BGC Group
BGC
|
+$2.92M |
Sector Composition
| 1 | Materials | 29.48% |
| 2 | Financials | 12.68% |
| 3 | Energy | 11.4% |
| 4 | Industrials | 11.11% |
| 5 | Technology | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
GE Vernova
GEV
$261B
| $1.24M | 0.33% |
1,426
|
|
||
27
Enterprise Products Partners
EPD
$81.6B
| $941K | 0.25% |
24,855
|
|
||
28
Rush Enterprises Class B
RUSHB
$5.03B
| $608K | 0.16% |
9,454
-47
|
|
||
29
Exxon Mobil
XOM
$620B
| $278K | 0.07% |
+1,640
|
|
||
30
Chart Industries
GTLS
$9.97B
| – | – |
-7,924
|
|