Top 20 Holdings

The Top 20 Holdings are as of 03/31/2019.  

For a printer-friendly version of the Average Annual Returns, the Top 20 Holdings, and other Fund data, view the Quarterly Fund Fact Sheet.

CompanyIndustry% of Net AssetsIndustry % of Portfolio
Microsoft CorporationSoftware5.945.9
Rush Enterprises, Inc. - Class ATrading Companies & Distributors5.255.2
UnitedHealth Group, Inc. Health Care Providers & Services5.0410.4
Alliance Data Systems CorporationIT Services4.897.5
Apple, Inc. Computers & Peripherals4.684.7
AutoZone, Inc.Specialty Retail4.245.3
SPDR Gold SharesExchange Traded Funds4.217.2
Cameco CorporationOil, Gas & Consumable Fuels4.005.3
Celanese Corporation - Series A Chemicals3.906.1
Gilead Sciences, Inc.Biotechnology3.427.5
McKesson CorporationHealth Care Providers & Services3.3510.4
Broadcom, Inc. Semiconductors & Semiconductor Equipment3.066.0
Alerian MLP ETFExchange Traded Funds3.007.2
Federated Investors, Inc. - Class BCapital Markets2.973.0
Microchip Technology, Inc. Semiconductors & Semiconductor Equipment2.936.0
Delta Air Lines, Inc.Airlines2.622.6
Cognizant Technology Solutions Corporation - Class AIT Services2.617.5
CelgeneBiotechnology2.587.5
DowDuPont, Inc.Chemicals2.246.1
Jazz Pharmaceuticals PLCPharmaceuticals2.042.0

Fund holdings are subject to change and are not recommendations to buy or sell any security.

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The Muhlenkamp Fund paid distributions in 2018. The record date for the distributions was December 27, 2018 and the ex-dividend...
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