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
$1.97B
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$681K
3 +$573K
4
C icon
Citigroup
C
+$499K
5
SYY icon
Sysco
SYY
+$470K

Top Sells

1 +$3.38M
2 +$2.73M
3 +$2.11M
4
AAPL icon
Apple
AAPL
+$1.86M
5
MDLZ icon
Mondelez International
MDLZ
+$1.8M

Sector Composition

1 Technology 19.94%
2 Consumer Staples 19.13%
3 Healthcare 16.9%
4 Industrials 16.85%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$24.2M 1.23%
110,158
-1,050
27
$23.9M 1.22%
248,037
-1,300
28
$23.7M 1.2%
158,817
29
$23.1M 1.17%
155,067
-1,253
30
$23.1M 1.17%
332,400
-3,800
31
$22.6M 1.15%
358,249
+1,950
32
$22M 1.12%
615,031
-15,400
33
$21.7M 1.11%
134,046
-300
34
$21.1M 1.07%
534,399
+11,100
35
$20.4M 1.04%
137,066
-1,700
36
$20.4M 1.04%
254,061
37
$19M 0.97%
264,015
-5,120
38
$19M 0.97%
342,258
+3,946
39
$16.8M 0.86%
518,582
-4,500
40
$16.7M 0.85%
486,027
-2,200
41
$16M 0.81%
340,084
-1,991
42
$14.6M 0.74%
229,694
-1,550
43
$14.4M 0.74%
153,493
-2,002
44
$14.4M 0.73%
291,800
-6,000
45
$14M 0.71%
137,316
-700
46
$13.4M 0.68%
232,571
-31,286
47
$12.7M 0.64%
129,658
-1,400
48
$12M 0.61%
62,717
-3,835
49
$11.9M 0.6%
85,201
-1,500
50
$11.8M 0.6%
205,719
-295