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
$211M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$12.5M
3 +$12.1M
4
AAPL icon
Apple
AAPL
+$12M
5
AZO icon
AutoZone
AZO
+$10.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.34%
2 Technology 23.49%
3 Consumer Discretionary 11.3%
4 Financials 9.37%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.37M 1.12%
+931,748
27
$2.07M 0.98%
+51,841
28
$1.92M 0.91%
+32,193
29
$1.09M 0.52%
+27,072
30
$733K 0.35%
+25,184
31
$456K 0.22%
+10,805
32
$202K 0.1%
+10,969