MHC

Meyer Handelman Company Portfolio holdings

AUM $3.16B
1-Year Est. Return 17.29%
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1 +$2.92M
2 +$1.77M
3 +$1.73M
4
AAPL icon
Apple
AAPL
+$1.62M
5
ITW icon
Illinois Tool Works
ITW
+$1.59M

Top Sells

1 +$2.14M
2 +$1.6M
3 +$1.12M
4
WMT icon
Walmart
WMT
+$989K
5
MDLZ icon
Mondelez International
MDLZ
+$948K

Sector Composition

1 Technology 20.11%
2 Industrials 18.31%
3 Consumer Staples 17.57%
4 Healthcare 15.96%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$27.6M 1.25%
322,546
-4,350
27
$26M 1.18%
113,196
+2,125
28
$25.5M 1.15%
140,066
+3,000
29
$25.2M 1.14%
564,099
+29,700
30
$25.1M 1.13%
140,288
+6,242
31
$25M 1.13%
324,250
-8,150
32
$24.4M 1.1%
154,867
-200
33
$24.3M 1.1%
113,158
+3,000
34
$24.1M 1.09%
338,982
-3,276
35
$22.6M 1.02%
623,131
+8,100
36
$22.4M 1.01%
265,169
+1,154
37
$21.9M 0.99%
375,849
+17,600
38
$21.1M 0.95%
262,506
+8,445
39
$20.1M 0.91%
486,417
+390
40
$19.7M 0.89%
366,882
-3,991
41
$19.4M 0.88%
540,182
+21,600
42
$18.9M 0.86%
341,106
+1,022
43
$17.2M 0.78%
143,366
+6,050
44
$17M 0.77%
154,591
+1,098
45
$16.1M 0.73%
132,718
+3,060
46
$15.6M 0.71%
285,300
-6,500
47
$15M 0.68%
85,201
48
$14.9M 0.67%
207,719
+2,000
49
$14.6M 0.66%
244,488
+14,794
50
$14.4M 0.65%
348,975
+10,849