Muhlenkamp Fund (MUHLX) - Large Value fund with $282.12 Million in assets. The fund allocates 49.35% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is First American Government Obligations Fund at 5.58% of total assets. This is followed by McKesson Corp (5.40%) and Rush Enterprises Inc (6.09%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| First American Government Obligations Fund | 5.58% | - | - |
| McKesson Corp | 5.40% | - | - |
| Rush Enterprises Inc | 6.09% | - | - |
| EQT Corp | 6.21% | - | - |
| NMI Holdings Inc | 4.95% | - | - |
| Berkshire Hathaway Inc | 5.10% | - | - |
| Schlumberger NV | 4.03% | - | - |
| Occidental Petroleum Corp | 3.96% | - | - |
| BGC Group Inc | 4.25% | - | - |
| Microsoft Corp | 3.78% | - | - |
| Royal Gold Inc | 5.51% | - | - |
| Agnico Eagle Mines Ltd | 6.24% | - | - |
| Newmont Corp | 8.11% | - | - |
| MasTec Inc | 5.67% | - | - |