MHC

Meyer Handelman Company Portfolio holdings

AUM $3.16B
1-Year Est. Return 17.28%
This Quarter Est. Return
1 Year Est. Return
+17.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.51M
3
+$1.16M
4
FCX icon
Freeport-McMoran
FCX
+$1.14M
5
VZ icon
Verizon
VZ
+$1.02M

Top Sells

1
+$6.85M
2
+$1.1M
3
+$730K
4
XOM icon
Exxon Mobil
XOM
+$684K
5
HON icon
Honeywell
HON
+$627K

Sector Composition

1 Consumer Staples 17.48%
2 Industrials 17.47%
3 Healthcare 16.7%
4 Technology 12.33%
5 Energy 11.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23.5M 1.13%
362,996
-3,400
27
$23.5M 1.13%
921,648
+59,400
28
$23.1M 1.11%
588,037
+12,289
29
$22.9M 1.1%
377,027
-1,000
30
$22.9M 1.1%
591,800
-4,400
31
$22.8M 1.1%
232,844
+496
32
$22.6M 1.08%
518,326
-1,000
33
$22M 1.06%
298,228
+75
34
$21M 1.01%
170,323
-300
35
$20.1M 0.97%
204,883
-100
36
$19.8M 0.95%
765,978
+6,100
37
$19.5M 0.94%
131,700
38
$18.7M 0.9%
191,208
+1,000
39
$18.7M 0.9%
775,604
+47,930
40
$17.2M 0.82%
211,142
-202
41
$16.8M 0.81%
211,900
+2,300
42
$16.7M 0.8%
294,886
+6,396
43
$16.6M 0.8%
203,880
-1,000
44
$16.4M 0.79%
462,226
+2,800
45
$16.2M 0.78%
780,183
-2,200
46
$15.4M 0.74%
262,100
47
$15.3M 0.73%
442,654
+1,400
48
$15.1M 0.73%
132,782
49
$14.6M 0.7%
761,740
+9,800
50
$14.3M 0.69%
201,169
+7,202
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