MC

Muhlenkamp & Co Portfolio holdings

AUM $372M
1-Year Est. Return 35.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$4.97M
3
+$143K
4
RUSHA icon
Rush Enterprises Class A
RUSHA
+$117K
5
SLB icon
SLB Ltd
SLB
+$116K

Top Sells

1
+$13.1M
2
+$8.12M
3
+$6.66K

Sector Composition

1 Materials 20.13%
2 Financials 18.09%
3 Technology 13.45%
4 Industrials 13.4%
5 Energy 12.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$499K 0.16%
9,501
27
– –
-25,045
1
2