MC

Muhlenkamp & Co Portfolio holdings

AUM $320M
1-Year Est. Return 26.1%
This Quarter Est. Return
1 Year Est. Return
+26.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$495M
AUM Growth
-$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$16.1M
2 +$6.6M
3 +$6.52M
4
AAPL icon
Apple
AAPL
+$5.63M
5
AXL icon
American Axle
AXL
+$5.06M

Top Sells

1 +$24.1M
2 +$18M
3 +$14.4M
4
HAL icon
Halliburton
HAL
+$9.39M
5
CLNE icon
Clean Energy Fuels
CLNE
+$6.92M

Sector Composition

1 Financials 32.69%
2 Consumer Discretionary 15.68%
3 Healthcare 14.81%
4 Technology 13.71%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$8.84M 1.77%
190,315
-9,875
27
$7.73M 1.55%
403,855
-2,440
28
$7M 1.4%
251,625
29
$6.65M 1.33%
87,605
-35,895
30
$6.6M 1.32%
+123,035
31
$6.44M 1.29%
143,255
-400,520
32
$5.87M 1.18%
211,505
-215
33
$5.78M 1.16%
120,330
-415
34
$5.15M 1.03%
508,455
+200,000
35
$4.98M 1%
97,609
+8,685
36
$4.84M 0.97%
247,244
37
$4.07M 0.82%
590,240
-740
38
$2.92M 0.59%
160,691
+36,925
39
$2.76M 0.55%
63,789
-850
40
$2.63M 0.53%
210,380
41
$2.42M 0.49%
69,420
-155,890
42
$2.19M 0.44%
699,005
+23,580
43
$1.85M 0.37%
15,255
-1,887
44
$1.2M 0.24%
40,483
-1,149
45
$1.19M 0.24%
375,244
-28,550
46
$817K 0.16%
5,324
-84
47
$769K 0.15%
25,290
-823
48
$734K 0.15%
41,300
+16,100
49
$599K 0.12%
27,900
50
$587K 0.12%
16,725
-250