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
$260M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1 +$2.93M

Top Sells

1 +$6.31M
2 +$216K
3 +$82.8K
4
MTZ icon
MasTec
MTZ
+$46.7K
5
MCHP icon
Microchip Technology
MCHP
+$27.6K

Sector Composition

1 Technology 19.3%
2 Industrials 17.47%
3 Healthcare 15.47%
4 Consumer Discretionary 14.84%
5 Financials 11.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.93M 1.13%
+112,943
27
$2.71M 1.04%
20,853
-29
28
$2.33M 0.89%
24,350
-33
29
$1.05M 0.4%
10,805
30
$1.05M 0.4%
24,379
31
$538K 0.21%
24,855
32
$309K 0.12%
10,113
-348
33
-18,218
34
-6,390