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
$2.53B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.16M
3
+$1.96M
4
CRM icon
Salesforce
CRM
+$1.44M
5
VZ icon
Verizon
VZ
+$1.22M

Top Sells

1
+$2M
2
+$1.34M
3
+$1.17M
4
COP icon
ConocoPhillips
COP
+$1.13M
5
CAT icon
Caterpillar
CAT
+$903K

Sector Composition

1 Technology 20.57%
2 Industrials 18.6%
3 Consumer Staples 15.59%
4 Healthcare 15.28%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29.9M 1.18%
137,416
-4,150
27
$29.8M 1.18%
472,585
+3,104
28
$29.5M 1.17%
144,013
-100
29
$28.9M 1.14%
419,524
+11,000
30
$28.7M 1.13%
274,206
+100
31
$27.9M 1.1%
358,786
-17,222
32
$27.8M 1.1%
114,196
-1,800
33
$26.8M 1.06%
346,771
+854
34
$26.2M 1.04%
113,458
-700
35
$25.9M 1.02%
318,546
36
$25.8M 1.02%
156,667
+1,300
37
$25.6M 1.01%
380,911
-2,528
38
$23.5M 0.93%
320,400
39
$23.3M 0.92%
639,531
+4,000
40
$22.1M 0.87%
349,229
+854
41
$21.8M 0.86%
147,398
-700
42
$21.6M 0.86%
172,740
+1,000
43
$21.5M 0.85%
525,182
-3,000
44
$21.4M 0.85%
266,352
45
$19.6M 0.77%
323,925
-33,100
46
$19.4M 0.77%
523,573
+2,264
47
$19.4M 0.76%
148,343
-1,640
48
$18.9M 0.75%
221,508
+400
49
$18.3M 0.72%
135,212
50
$16.9M 0.67%
290,904
-733
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