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
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.09M
3
+$534K
4
APC
Anadarko Petroleum
APC
+$466K
5
AAPL icon
Apple
AAPL
+$272K

Top Sells

1
+$2.12M
2
+$1.72M
3
+$1.01M
4
PEP icon
PepsiCo
PEP
+$851K
5
VZ icon
Verizon
VZ
+$743K

Sector Composition

1 Consumer Staples 20.23%
2 Industrials 17.76%
3 Healthcare 16.72%
4 Technology 12.8%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.4M 1.17%
125,300
27
$25.3M 1.17%
357,436
-460
28
$25.3M 1.17%
780,578
-1,400
29
$24.3M 1.12%
193,498
-500
30
$24.1M 1.12%
235,297
31
$23.3M 1.08%
311,151
+14,566
32
$23.3M 1.08%
215,211
-100
33
$23.3M 1.08%
369,574
34
$22.6M 1.05%
382,037
-1,000
35
$22.6M 1.05%
830,068
+10,000
36
$22.3M 1.03%
977,298
-1,800
37
$21.5M 0.99%
204,130
38
$20.5M 0.95%
200,156
-800
39
$19.1M 0.88%
513,126
40
$19.1M 0.88%
283,037
-1,834
41
$19M 0.88%
247,916
42
$18.7M 0.86%
655,783
43
$17.8M 0.82%
443,954
44
$17.5M 0.81%
273,835
45
$17.2M 0.8%
165,852
46
$16.5M 0.76%
205,036
-500
47
$16.5M 0.76%
789,383
-2,100
48
$16.5M 0.76%
167,832
-400
49
$16.3M 0.75%
206,891
50
$16.1M 0.74%
161,988
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