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
$282M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$18.3M
2 +$16.4M
3 +$15.3M
4
MTZ icon
MasTec
MTZ
+$15.1M
5
RUSHA icon
Rush Enterprises Class A
RUSHA
+$14.6M

Top Sells

No sells this quarter

Sector Composition

1 Energy 19.21%
2 Technology 16.35%
3 Healthcare 15.66%
4 Industrials 12.05%
5 Financials 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.18M 1.48%
+85,789
27
$3.4M 1.21%
+209,438
28
$3.3M 1.17%
+18,485
29
$655K 0.23%
+24,855
30
$431K 0.15%
+9,503
31
$209K 0.07%
+1,952