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
$274M
AUM Growth
-$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$2.63M
3
+$1.76M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$344K
5
CTSH icon
Cognizant
CTSH
+$262K

Top Sells

1
+$9.95M
2
+$9.23M
3
+$7.43M
4
OLED icon
Universal Display
OLED
+$7.29M
5
MSFT icon
Microsoft
MSFT
+$6.03M

Sector Composition

1 Healthcare 28.53%
2 Technology 23.38%
3 Consumer Discretionary 11.85%
4 Financials 8.57%
5 Materials 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
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