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
$2.68B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$1.54M
2 +$1.18M
3 +$1.18M
4
AMGN icon
Amgen
AMGN
+$1.12M
5
C icon
Citigroup
C
+$1.12M

Top Sells

1 +$2.05M
2 +$1.79M
3 +$1.48M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
PANW icon
Palo Alto Networks
PANW
+$920K

Sector Composition

1 Technology 22.21%
2 Industrials 17.39%
3 Healthcare 16.01%
4 Consumer Staples 15.43%
5 Consumer Discretionary 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$31.4M 1.17%
188,320
-1,860
27
$30.8M 1.15%
114,838
+1,480
28
$29.6M 1.1%
317,200
-4,800
29
$29.4M 1.1%
142,416
+5,700
30
$28.2M 1.05%
348,990
+1,746
31
$27.6M 1.03%
360,283
+1,497
32
$27.5M 1.02%
145,792
+1,979
33
$26.7M 0.99%
118,596
+5,000
34
$26.3M 0.98%
429,407
-5,484
35
$26.1M 0.97%
152,327
+1,060
36
$25.8M 0.96%
149,386
+5,688
37
$25.1M 0.93%
242,383
+868
38
$24.4M 0.91%
168,360
-10,260
39
$23.4M 0.87%
272,396
+6,044
40
$22.6M 0.84%
540,672
+18,713
41
$22.2M 0.83%
651,131
+11,000
42
$22.1M 0.82%
136,878
+1,666
43
$21.4M 0.8%
363,037
-4,475
44
$21M 0.78%
328,875
+6,950
45
$20M 0.75%
537,182
+12,000
46
$19.4M 0.72%
78,801
47
$19.2M 0.72%
310,581
+4,941
48
$19.2M 0.71%
338,104
-12,720
49
$18.7M 0.7%
230,343
+5,554
50
$18.7M 0.7%
217,578
-3,930