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
$2.08B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1 +$2.64M
2 +$2.21M
3 +$1.19M
4
NVDA icon
NVIDIA
NVDA
+$711K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$695K

Top Sells

1 +$2.14M
2 +$1.87M
3 +$1.77M
4
SLB icon
SLB Limited
SLB
+$1.32M
5
CTVA icon
Corteva
CTVA
+$1.28M

Sector Composition

1 Consumer Staples 18.49%
2 Industrials 17.77%
3 Technology 17.01%
4 Healthcare 16.69%
5 Energy 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$24M 1.15%
254,955
+1,430
27
$23.2M 1.12%
159,270
-3,000
28
$23.1M 1.11%
482,350
+46,150
29
$22.6M 1.09%
328,746
-8,050
30
$22.4M 1.08%
402,673
-11,232
31
$22.3M 1.07%
134,746
-300
32
$22.1M 1.06%
340,600
+1,910
33
$22M 1.06%
111,208
34
$22M 1.05%
158,817
35
$21.9M 1.05%
639,733
+6,500
36
$21.8M 1.05%
261,229
37
$20.9M 1%
345,448
-8,200
38
$20.6M 0.99%
139,666
-2,400
39
$20.5M 0.98%
319,214
-1,345
40
$20.4M 0.98%
338,126
41
$19.2M 0.92%
217,400
42
$18.2M 0.88%
333,238
-2,234
43
$17.5M 0.84%
155,595
44
$16.7M 0.8%
301,900
-5,000
45
$15.2M 0.73%
523,082
46
$14.8M 0.71%
86,701
-1,900
47
$14.6M 0.7%
158,280
+2,600
48
$14.5M 0.7%
263,859
-200
49
$14.4M 0.69%
44,298
50
$14.3M 0.69%
239,500
-400