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
$273M
AUM Growth
+$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1 +$216K
2 +$73.1K
3 +$57.4K
4
MCHP icon
Microchip Technology
MCHP
+$27K
5
DOW icon
Dow Inc
DOW
+$24.9K

Top Sells

1 +$1.01M

Sector Composition

1 Industrials 17.99%
2 Technology 17.95%
3 Healthcare 17.27%
4 Consumer Discretionary 15.06%
5 Financials 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.56M 1.67%
55,358
+82
27
$3.03M 1.11%
20,882
+29
28
$2.78M 1.02%
24,383
+33
29
$991K 0.36%
10,805
30
$955K 0.35%
24,379
31
$600K 0.22%
24,855
32
$266K 0.1%
10,461
+348
33
$216K 0.08%
+6,390
34
-38,348