MC

Muhlenkamp & Co Portfolio holdings

AUM $368M
1-Year Est. Return 28.74%
This Quarter Est. Return
1 Year Est. Return
+28.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$14.3M
3 +$11.6M
4
MCK icon
McKesson
MCK
+$10.8M
5
MCHP icon
Microchip Technology
MCHP
+$10M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.22%
2 Healthcare 25.1%
3 Consumer Discretionary 14.38%
4 Financials 9.49%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$782K 0.42%
+25,214
27
$664K 0.36%
+257,367
28
$522K 0.28%
+10,805
29
$452K 0.24%
+24,855
30
$340K 0.18%
+5,981
31
$251K 0.13%
+70,121