MC

Muhlenkamp & Co Portfolio holdings

AUM $380M
1-Year Est. Return 43.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.74%
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
+$5.27M
2
+$2.91M
3
+$2.01M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$362K
5
CTSH icon
Cognizant
CTSH
+$258K

Top Sells

1
+$9.95M
2
+$9.47M
3
+$7.33M
4
OLED icon
Universal Display
OLED
+$7.29M
5
MSFT icon
Microsoft
MSFT
+$6.04M

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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