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
$344M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$4.85M
2 +$3.46M
3 +$519K
4
MCHP icon
Microchip Technology
MCHP
+$461K
5
MSFT icon
Microsoft
MSFT
+$393K

Top Sells

No sells this quarter

Sector Composition

1 Energy 16.4%
2 Technology 16.17%
3 Industrials 14.16%
4 Financials 12.94%
5 Consumer Discretionary 12.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$6.35M 1.84%
1,010,498
+33,740
27
$4.45M 1.29%
21,643
+2,522
28
$725K 0.21%
24,855
29
$506K 0.15%
9,501