Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of Muhlenkamp & Co Inc

Industry Market Value
Percent
13 - Oil And Gas Extraction 6,191,000 1.94
15 - Building Construction General Contractors And Operative Builders 741,000 0.23
28 - Chemicals And Allied Products 73,517,000 23.05
33 - Primary Metal Industries 410,000 0.13
35 - Industrial And Commercial Machinery And Computer Equipment 21,346,000 6.69
36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment 31,090,000 9.75
37 - Transportation Equipment 2,765,000 0.87
45 - Transportation By Air 17,886,000 5.61
46 - Pipelines, Except Natural Gas 822,000 0.26
48 - Communications 8,336,000 2.61
49 - Electric, Gas, And Sanitary Services 1,780,000 0.56
51 - Wholesale Trade-non-durable Goods 10,389,000 3.26
53 - General Merchandise Stores 370,000 0.12
55 - Automotive Dealers And Gasoline Service Stations 8,780,000 2.75
56 - Apparel And Accessory Stores 10,103,000 3.17
57 - Home Furniture, Furnishings, And Equipment Stores 5,685,000 1.78
60 - Depository Institutions 708,000 0.22
62 - Security And Commodity Brokers, Dealers, Exchanges, And Services 18,717,000 5.87
63 - Insurance Carriers 9,496,000 2.98
67 - Holding And Other Investment Offices 6,386,000 2.00
73 - Business Services 44,237,000 13.87
80 - Health Services 0 0.00
Industry Not Reported 39,229,000 12.30
Total 318,984,000 100.00