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
$2.37B
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.26M
3
+$957K
4
NEE icon
NextEra Energy
NEE
+$918K
5
OXY icon
Occidental Petroleum
OXY
+$796K

Top Sells

1
+$3.2M
2
+$2.77M
3
+$1.55M
4
PFE icon
Pfizer
PFE
+$1.11M
5
PG icon
Procter & Gamble
PG
+$1.04M

Sector Composition

1 Industrials 18.88%
2 Consumer Staples 18.66%
3 Healthcare 16.19%
4 Technology 13.58%
5 Energy 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.6M 1.21%
203,468
-145
27
$28.2M 1.19%
221,623
-3,173
28
$28M 1.18%
364,202
-1,427
29
$27.9M 1.18%
314,365
-2,021
30
$27.8M 1.18%
253,052
-7,000
31
$27.5M 1.16%
191,856
-3,200
32
$27.5M 1.16%
207,722
-2,355
33
$27.4M 1.16%
387,500
+6,600
34
$26.7M 1.13%
790,626
-5,185
35
$26.6M 1.12%
507,426
-500
36
$26.5M 1.12%
246,616
37
$26.3M 1.11%
354,736
-200
38
$25.6M 1.08%
569,800
-900
39
$25.1M 1.06%
995,277
+13,980
40
$24.2M 1.02%
273,717
41
$23.2M 0.98%
648,973
+1,390
42
$22.9M 0.97%
763,682
-2,000
43
$21.2M 0.89%
349,733
-40
44
$20.8M 0.88%
479,948
+13,752
45
$20.4M 0.86%
652,390
+5,042
46
$19.4M 0.82%
448,600
+4,996
47
$19.1M 0.81%
162,298
-3,600
48
$18.4M 0.78%
247,032
-6,600
49
$17.9M 0.76%
208,675
+1,784
50
$17M 0.72%
203,936
1
2
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