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
$329M
AUM Growth
+$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$3.36M
3 +$35.6K
4
MSFT icon
Microsoft
MSFT
+$33.7K
5
GLD icon
SPDR Gold Trust
GLD
+$33.2K

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.2%
2 Energy 14.98%
3 Industrials 13.59%
4 Consumer Discretionary 13.49%
5 Materials 12.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.84M 1.17%
1,024,601
+7,636
27
$3.36M 1.02%
+96,898
28
$842K 0.26%
26,855
29
$743K 0.23%
14,010
+10
30
$517K 0.16%
9,501