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
$320M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$478K
2 +$49.5K
3 +$37.5K
4
MSFT icon
Microsoft
MSFT
+$36.6K
5
NEM icon
Newmont
NEM
+$25.2K

Top Sells

1 +$12.5M
2 +$8.66M
3 +$7.32M
4
MTZ icon
MasTec
MTZ
+$2.97M
5
WAB icon
Wabtec
WAB
+$72.9K

Sector Composition

1 Energy 16.42%
2 Technology 16.01%
3 Financials 14.26%
4 Industrials 13.31%
5 Healthcare 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.66M 1.46%
21,693
+50
27
$720K 0.22%
24,855
28
$478K 0.15%
+14,000
29
$373K 0.12%
9,501
30
-135,045