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
$2.61B
AUM Growth
-$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.74M
3
+$1.68M
4
NVDA icon
NVIDIA
NVDA
+$1.48M
5
VZ icon
Verizon
VZ
+$1.23M

Top Sells

1
+$1.81M
2
+$1.56M
3
+$1.4M
4
PG icon
Procter & Gamble
PG
+$1.13M
5
MPC icon
Marathon Petroleum
MPC
+$1.05M

Sector Composition

1 Technology 21.34%
2 Healthcare 16.65%
3 Industrials 15.97%
4 Consumer Staples 15.27%
5 Energy 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$31.1M 1.19%
249,862
-210
27
$29.8M 1.14%
362,895
+2,612
28
$28.7M 1.1%
118,596
29
$28.3M 1.09%
114,488
-350
30
$27.2M 1.04%
245,459
+3,076
31
$27.1M 1.04%
316,575
-12,300
32
$26.7M 1.02%
150,747
-1,580
33
$26.6M 1.02%
314,145
-3,055
34
$26M 1%
523,480
-17,192
35
$25.9M 0.99%
436,424
-800
36
$25.6M 0.98%
347,910
-1,080
37
$25.2M 0.97%
192,099
+3,300
38
$24.7M 0.95%
176,740
+8,380
39
$23M 0.88%
151,248
+1,862
40
$21.8M 0.84%
220,448
+2,870
41
$21.8M 0.84%
649,931
-1,200
42
$21.4M 0.82%
336,392
-1,712
43
$21.1M 0.81%
130,267
-800
44
$21.1M 0.81%
271,796
-600
45
$20.9M 0.8%
150,541
+2,183
46
$20.7M 0.79%
260,835
-1,011
47
$20.4M 0.78%
145,755
-37
48
$20.3M 0.78%
355,496
-7,541
49
$20.1M 0.77%
543,542
+6,360
50
$17.9M 0.69%
136,621
-257
1
2
3 4 5