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Ronald Muhlenkamp - Current Portfolio

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This page shows the Portfolio Holdings of Ronald Muhlenkamp. It tells us what Ronald Muhlenkamp holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of industries weightings.

Portfolio: Muhlenkamp Fund
Portfolio Statistics:
As of Date:

2009-09-30

# of Stocks: 48
Value: $ 670.83 million
# of New Buys: 3
Sector Weightings
Technology 19.8% 19.8%
Financials 22.5% 22.5%
Consumer Services 0.9% 0.9%
Health Care 19.4% 19.4%
Consumer Goods 6.9% 6.9%
Industrials 17.8% 17.8%
Basic Materials 5.9% 5.9%
Oil & Gas 6.7% 6.7%
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Ticker Company # of Guru Holders (?)# of Insider Buys
(3 Months)		 Industry Shares Value ($1000) % Weighting as of
2009-09-30 		Share # Change
from Last Period
WFR MEMC Elect... 4 None Technology Hardware & Equipment327,7655,4510.81%New
IVZ INVESCO LT... 2 None Financial Services200,0004,5520.68%New
MUHLX MUHLX1 None others4,8452430.04%New
AFL AFLAC Inc.5 None Insurance180,5107,7151.15%+0.28%
RUSHA Rush Enter... 1 None Retail299,9073,8750.58%
ISSC Innovative... 1 None Industrial Goods & Services540,0002,7050.4%
NVGN Novogen Lt... 1 None Pharmaceuticals & Biotechnology251,7107780.12%
MSFT Microsoft ... 15 None Software & Computer Services13,4353480.05%
RUSHB Rush Enter... 1 None Retail31,7573480.05%
PCCC PC Connect... 1 None Retail60,0003260.05%
WMT WalMart St... 14 1 Retail5,4202660.04%
MSHL Marshall E... 1 None Pharmaceuticals & Biotechnology75,607730.01%
PFG Principal ... 2 None Financial Services196,5905,3850.8%-0.04%
INTC Intel Corp... 11 None Technology Hardware & Equipment435,7108,5271.27%-0.05%
HOLX Hologic In... 4 None Health Care Equipment & Services302,5954,9440.74%-0.13%
LPS LENDER PRO... 4 None Industrial Goods & Services351,45113,4152%-2.03%
CHK Chesapeake... 6 None Oil & Gas Producers1,106,62031,4284.68%-2.12%
KCI Kinetic Co... 3 None Health Care Equipment & Services764,66028,2774.21%-2.16%
BRK-B Berkshire ... 13 None Insurance6,07720,1943.01%-2.17%
ZMH Zimmer Hol... 5 None Health Care Equipment & Services187,47010,0201.49%-2.27%
Premium Portfolio changes after 2009-09-30 are included for Premium Members only!
*Holdings do not include options, bonds, notes, debts, preferred stocks, shorts etc. Foreign holdings may not be included.Download this portfolio to Excel Download (Premium Members Only)
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