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
$2.16B
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.15M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$654K
5
BP icon
BP
BP
+$611K

Top Sells

1
+$1.58M
2
+$1.53M
3
+$1.44M
4
CVX icon
Chevron
CVX
+$1.32M
5
TT icon
Trane Technologies
TT
+$1.08M

Sector Composition

1 Industrials 17.29%
2 Consumer Staples 17.23%
3 Healthcare 16.44%
4 Technology 12.25%
5 Energy 11.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25M 1.16%
590,800
-1,000
27
$24.8M 1.15%
363,096
+100
28
$24.5M 1.14%
624,471
29
$24.3M 1.13%
234,083
+1,239
30
$23.9M 1.11%
500,400
31
$23.7M 1.1%
766,978
+1,000
32
$23.5M 1.09%
939,048
+17,400
33
$22.2M 1.03%
385,327
+8,300
34
$21.4M 0.99%
204,483
-400
35
$20.4M 0.94%
172,323
+2,000
36
$20.2M 0.94%
518,326
37
$19.3M 0.89%
191,208
38
$19.1M 0.88%
825,205
+49,601
39
$18.5M 0.86%
211,142
40
$18.5M 0.85%
462,226
41
$18.4M 0.85%
259,300
-2,800
42
$18.4M 0.85%
789,880
+28,140
43
$18.2M 0.84%
224,800
+12,900
44
$18M 0.83%
125,700
-6,000
45
$17.8M 0.83%
203,780
-100
46
$17.3M 0.8%
293,884
-1,002
47
$17.2M 0.8%
784,183
+4,000
48
$17.2M 0.8%
145,769
49
$16.7M 0.77%
444,954
+2,300
50
$16.6M 0.77%
132,782
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