Ronald Muhlenkamp

Ronald Muhlenkamp

Last Update: 2014-05-14

Number of Stocks: 67
Number of New Stocks: 6

Total Value: $569 Mil
Q/Q Turnover: 8%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Ronald Muhlenkamp's Portfolio

This page shows the Portfolio Holdings of Ronald Muhlenkamp at Muhlenkamp & Co Inc. 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 weightings in different sectors and industries.

Portfolio Statistics

Portfolio Date: 2014-03-31
Number of Stocks: 67
Total value: 569 Mil
Number of New Buys: 6
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 23.8% 23.8% 45.7627118644% 1.8%
Industrials 21.8% 21.8% -0.5% 12.7118644068% 25.4237288136% 1%
Consumer Cyclical 16.2% 16.2% -0.6% 15.2542372881% 10.1694915254% 0.4%
Technology 13.1% 13.1% -1.2% 30.5084745763% 2.54237288136% 0.1%
Healthcare 12.5% 12.5% -0.3% 7.62711864407% 48.3050847458% 1.9%
Energy 8.5% 8.5% 27.9661016949% 1.1%
Communication Services 2.6% 2.6% 30.5084745763% 1.2%
ETF, options, preferred 0.8% 0.8%
Real Estate 0.5% 0.5% 12.7118644068% 0.5%
Basic Materials 0.2% 0.2% 2.54237288136% 0.1%
Consumer Defensive 0% 0%

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View:
Ticker Company Industry Shares Value ($1000) % Weighting as of
2014-03-31
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding
BMY Bristol-Myers Squibb CompanyDrug Manufacturers212,01511,0141.9%New Buy+1.9%0.01
MS Morgan StanleyBrokers & Exchanges319,4359,9571.8%+2547.62%+1.73%0.02
DTV DirectvCommunication Services194,27514,8462.6%+90.95%+1.24%0.04
SAVE Spirit Airlines IncAirlines185,88511,0421.9%+114.34%+1.01%0.26
MHR Magnum Hunter Resources CorporationOil & Gas - E&P631,6305,3690.94%New Buy+0.94%0.36
NLY Annaly Capital Management IncREITs255,3752,8010.49%New Buy+0.49%0.03
HBI Hanesbrands IncManufacturing - Apparel & Furniture77,8855,9571%+58.58%+0.37%0.08
WCIC WCI Communities Inc221,7744,3820.77%+41.85%+0.23%0.85
EGO Eldorado Gold CorpMetals & Mining129,3057220.13%New Buy+0.13%0.02
BWP Boardwalk Pipeline Partners LPOil & Gas - Midstream42,0005630.099%New Buy+0.099%0.02
BXE Bellatrix Exploration LtdOil & Gas - E&P415,5803,5030.62%+15.32%+0.08%0.24
CELG Celgene CorpBiotechnology298,65020,8463.7%+1.29%+0.05%0.04
DSPG DSP GroupCommunication Equipment26,9852330.041%New Buy+0.041%0.12
ALGT Allegiant Travel Co LLCAirlines94,44010,5711.9%+1.43%+0.03%0.53
AAPL Apple IncComputer Hardware100,6887,7201.4%+1.63%+0.02%0.00
JPM JPMorgan Chase & CoBanks459,04527,8694.9%+0.49%+0.02%0.01
COF Capital One Financial CorpCredit Services52,7554,0710.72%+0.95%+0.01%0.01
LNC Lincoln National CorpInsurance - Life307,99015,6062.7%+0.23%+0.01%0.12
ORCL Oracle CorporationApplication Software542,96022,2123.9%+0.25%+0.01%0.01
FLY.Canada FLYHT Aerospace Solutions LtdAerospace & Defense64,610390.0069%+26.95%00.04
Premium Portfolio changes after 2014-03-31 are included for Premium Members only!
*Holdings do not include bonds, notes, debts, shorts etc. Foreign holdings may not be included.


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