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
$306M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$5.94M
2 +$3.77M
3 +$134K
4
URI icon
United Rentals
URI
+$124K
5
BGC icon
BGC Group
BGC
+$119K

Top Sells

1 +$10.4M
2 +$6.38M
3 +$363K
4
TMO icon
Thermo Fisher Scientific
TMO
+$228K
5
AAPL icon
Apple
AAPL
+$202K

Sector Composition

1 Energy 17.83%
2 Technology 16.61%
3 Industrials 12.96%
4 Financials 12.92%
5 Healthcare 12.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.94M 1.94%
+143,601
27
$3.66M 1.2%
19,121
+411
28
$655K 0.21%
24,855
29
$503K 0.16%
9,501
30
-249,235
31
-450
32
-47,811