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
$2.11B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$1.54M
3
+$1.08M
4
CVX icon
Chevron
CVX
+$931K
5
KHC icon
Kraft Heinz
KHC
+$728K

Top Sells

1
+$6.32M
2
+$4.61M
3
+$3.4M
4
NEM icon
Newmont
NEM
+$2.06M
5
FCX icon
Freeport-McMoran
FCX
+$2.06M

Sector Composition

1 Consumer Staples 19.76%
2 Healthcare 18.22%
3 Industrials 17.34%
4 Technology 12.47%
5 Energy 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.3M 1.2%
383,037
-200
27
$25M 1.18%
581,500
-3,000
28
$24.4M 1.16%
235,297
-298
29
$24.4M 1.16%
442,000
-3,000
30
$23.8M 1.13%
357,896
31
$23.7M 1.12%
125,300
32
$22.9M 1.09%
193,998
33
$22.8M 1.08%
296,585
-564
34
$22.3M 1.06%
369,574
+715
35
$22.1M 1.05%
215,311
36
$21.8M 1.03%
204,130
37
$21.6M 1.02%
820,068
+8,800
38
$20M 0.95%
979,098
-7,050
39
$19.9M 0.94%
443,954
40
$18.6M 0.88%
200,956
41
$17.8M 0.84%
655,783
42
$17.7M 0.84%
284,871
-3,253
43
$17.1M 0.81%
273,835
44
$16.8M 0.8%
247,916
+1,000
45
$16.2M 0.77%
165,852
+11,000
46
$15.2M 0.72%
578,207
-55,971
47
$15.1M 0.71%
206,891
+10,000
48
$14.9M 0.71%
255,832
49
$14.8M 0.7%
168,232
50
$14.7M 0.69%
205,536
+700
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