Top 20 Holdings

Top 20 Holdings are as of the most recent quarter-end.  

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
Apple, Inc.Technology Hardware, Storage & Peripherals7.687.7
ON Semiconductor CorporationSemiconductors & Semiconductor Equipment7.6110.1
Microsoft CorporationSoftware5.905.9
Gilead Sciences, Inc.Biotechnology5.7811.3
Alliance Data Systems CorporationIT Services4.856.9
Rush Enterprises, Inc. - Class ATrading Companies & Distributors4.544.5
Bristol-Myers Squibb CompanyPharmaceuticals3.796.3
UnitedHealth Group, Inc. Health Care Providers & Services3.658.1
Celanese Corporation - Series A Chemicals3.645.9
Hanesbrands, Inc. Textiles, Apparel & Luxury Goods3.543.5
McKesson CorporationHealth Care Providers & Services3.448.1
Tencent Holdings Ltd. - ADRInternet Software & Services3.413.4
SPDR Gold SharesExchange Traded Funds3.283.3
Celgene CorporationBiotechnology3.1211.3
Federated Investors, Inc. - Class BCapital Markets2.772.8
Cameco CorporationOil, Gas, & Consumable Fuels2.576.2
Lannett Company, Inc. Pharmaceuticals2.526.3
Microchip Technology, Inc. Semiconductors & Equipment2.4810.1
DowDuPont, Inc. Chemicals2.275.9
Biogen, Inc. Biotechnology2.2011.3

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

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2017 Distribution Estimates

The Muhlenkamp Fund will be making distributions in 2017. The following estimated amounts could change between now and the distribution...
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