Ronald Muhlenkamp

Ronald Muhlenkamp

Last Update: 05-17-2017

Number of Stocks: 81
Number of New Stocks: 7

Total Value: $326 Mil
Q/Q Turnover: 9%

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: 2017-03-31
Number of Stocks: 81
Total value: 326 Mil
Number of New Buys: 7
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Healthcare 24.9% 24.9% -1.7% 36.0169491525% 10.593220339% 0.5%
Technology 23.2% 23.2% -0.4% 8.47457627119% 48.7288135593% 2.3%
Financial Services 12.5% 12.5% 2.1186440678% 0.1%
Consumer Cyclical 11.5% 11.5% -2.2% 46.6101694915% 55.0847457627% 2.6%
Basic Materials 8.9% 8.9% 74.1525423729% 3.5%
Industrials 8.9% 8.9% -1% 21.186440678%
Energy 4.3% 4.3% 2.1186440678% 0.1%
ETF, options, preferred 3.6% 3.6%
Real Estate 2% 2%
Communication Services 0.2% 0.2%
Consumer Defensive 0.1% 0.1%

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Current Holdings | Past Portfolios: Premium Upgrade your membership

Ticker Company Industry Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
OLED Universal Display CorpSemiconductors57,5604,9561.52%-23.52%-0.32%0.12+42.01%+104.32%
TCEHY Tencent Holdings LtdOnline Media249,9287,2132.21%-0.02%00.00+31.21%+46.84%
TSLA - PUT Tesla IncAutos3,0008350.26%000.00+26.51%+52.15%
DSXPRB Diana Shipping IncTransportation & Logistics31,4006890.21%000.00+24.26%+42.71%
AFMD Affimed NVBiotechnology72,7861670.05%000.17+15.00%+27.78%
AAPL Apple IncComputer Hardware148,28121,3026.53%-0.49%-0.03%0.00+12.86%+33.66%
MCHP Microchip Technology IncSemiconductors99,8107,3642.26%New Buy+2.26%0.05+12.68%+28.48%
BIVV Bioverativ IncBiotechnology11,5436290.19%-0.83%00.01+11.32%
NLY Annaly Capital Management IncREITs238,4802,6500.81%+2.61%+0.02%0.02+9.68%+21.56%
UNH UnitedHealth Group IncHealth Care Plans59,0209,6802.97%-0.13%00.01+9.24%+11.30%
COO - CALL The Cooper Companies IncMedical Instruments & Equipment1,0002000.06%000.00+8.88%+24.33%
COO The Cooper Companies IncMedical Instruments & Equipment170340.01%New Buy+0.01%0.00+8.88%+24.33%
MSFT Microsoft CorpApplication Software232,53815,3154.69%-0.20%-0.01%0.00+8.87%+13.84%
LEN - CALL Lennar CorpHomebuilding & Construction8,1004150.13%000.00+8.73%+20.22%
WMB - PUT Williams Companies IncOil & Gas - Midstream15,0004440.14%000.00+7.22%-3.69%
MCK McKesson CorpMedical Distribution71,43010,5903.25%-0.47%-0.01%0.03+7.05%+14.97%
ACAS American Capital LtdAsset Management00 Sold Out-0.06%0.00+5.89%+0.39%
AFL - PUT Aflac IncInsurance - Life3,3002390.07%000.00+4.96%+8.76%
SAVE Spirit Airlines IncAirlines181,2059,6172.95%-0.76%-0.03%0.26+4.51%-6.22%
EGO Eldorado Gold CorpMetals & Mining77,3402640.08%New Buy+0.08%0.01+4.50%+4.50%
Premium Portfolio changes after 2017-03-31 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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