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
$1.95B
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1 +$3.53M
2 +$3.27M
3 +$1.28M
4
BSX icon
Boston Scientific
BSX
+$864K
5
APTV icon
Aptiv
APTV
+$719K

Top Sells

1 +$7.32M
2 +$6.9M
3 +$4.25M
4
DVN icon
Devon Energy
DVN
+$1.71M
5
ALL icon
Allstate
ALL
+$1.5M

Sector Composition

1 Industrials 18.13%
2 Consumer Staples 16.96%
3 Healthcare 16%
4 Technology 15.47%
5 Energy 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$23.2M 1.19%
358,696
-500
27
$23.2M 1.19%
223,900
-4,192
28
$23M 1.18%
172,217
-2,000
29
$22.5M 1.16%
263,268
30
$21.1M 1.08%
267,511
-954
31
$20.8M 1.07%
483,442
-1,300
32
$20.7M 1.06%
112,331
+550
33
$20.6M 1.06%
152,066
-1,100
34
$20.4M 1.05%
153,621
-1,527
35
$20.3M 1.04%
286,750
-3,222
36
$20.2M 1.03%
166,388
+1,216
37
$19.7M 1.01%
266,829
-4,344
38
$19.5M 1%
545,183
39
$19.5M 1%
124,274
-534
40
$18M 0.92%
418,602
-5,421
41
$17M 0.87%
50,662
-1,108
42
$15.5M 0.79%
370,400
-800
43
$15.4M 0.79%
168,235
-16,422
44
$15.1M 0.77%
547,782
45
$14.9M 0.76%
339,000
-2,800
46
$14.7M 0.76%
298,878
+845
47
$13.6M 0.69%
101,034
-800
48
$13.3M 0.68%
237,800
+600
49
$13.3M 0.68%
156,520
-1,640
50
$12.4M 0.63%
156,602
+1,100