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
$1.88B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$3.46M
3
+$2.16M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.18M
5
WFC icon
Wells Fargo
WFC
+$981K

Top Sells

1
+$3.38M
2
+$3.24M
3
+$1.6M
4
AAPL icon
Apple
AAPL
+$1.54M
5
AMGN icon
Amgen
AMGN
+$1.08M

Sector Composition

1 Technology 19.86%
2 Consumer Staples 18.7%
3 Healthcare 17.48%
4 Industrials 16.02%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24M 1.28%
269,135
+2,150
27
$23.5M 1.25%
249,337
+2,500
28
$23M 1.23%
251,032
29
$22.2M 1.18%
630,431
+1,800
30
$22M 1.17%
156,320
-2,950
31
$21.9M 1.17%
254,061
-5,400
32
$21.8M 1.16%
488,227
-166
33
$21.1M 1.13%
199,239
34
$20.5M 1.09%
111,208
35
$20.4M 1.09%
223,847
+6,450
36
$20.2M 1.08%
336,200
-600
37
$18.7M 1%
134,346
38
$18M 0.96%
338,312
+11,174
39
$17.6M 0.94%
138,766
40
$15.1M 0.8%
155,495
41
$14.3M 0.76%
231,244
42
$13.9M 0.74%
342,075
+9,171
43
$13.5M 0.72%
523,082
44
$13.5M 0.72%
263,857
45
$13.3M 0.71%
297,800
-3,700
46
$12.9M 0.69%
86,701
47
$12.8M 0.68%
377,133
-20,374
48
$12.7M 0.68%
206,014
-54,900
49
$12.6M 0.67%
338,126
50
$12.1M 0.64%
138,016
-50
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