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| Muhlenkamp & Co Inc
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| |
|---|---|
| CRD # | 110787 |
| SEC # | 801-16476 |
| CIK # | 0001133219, 0000356872, 0000829433 |
| AUM | $344.8 MM (2023-12-13) |
| Employees | 6 (33% Investors, 67% Brokers) |
| Phone | 724-935-5520 |
| Address | 5000 Stonewood Drive Wexford, PA 15090-8395 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MCK | 46,168.4 | 22.6 | |
| EQT | 14,131.0 | 16.7 | |
| NMIH | 1,431.5 | 15.8 | |
| RUSHA | 2,683.0 | 15.5 | |
| OXY | 57,834.1 | 15.0 | |
| SLB | 52,255.6 | 14.9 | |
| BGC | 14.4 | ||
| MSFT | 1,918,222.4 | 14.3 | |
| AAPL | 2,382,844.0 | 13.2 | |
| AVGO | 201,282.9 | 13.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 0.0 |
| (b) Individuals (high net worth individuals) | 18 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 1 | 0.0 |
| Total | 88 | 0.3 |
| By Discretionary | ||
| Discretionary | 88 | 0.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 88 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 88 | 0.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001133219] |
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|---|---|---|
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