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
$2.16B
AUM Growth
-$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.37M
3
+$1.12M
4
V icon
Visa
V
+$378K
5
SPGI icon
S&P Global
SPGI
+$339K

Top Sells

1
+$4.16M
2
+$2.17M
3
+$1.3M
4
MPC icon
Marathon Petroleum
MPC
+$1.02M
5
XOM icon
Exxon Mobil
XOM
+$971K

Sector Composition

1 Technology 19.8%
2 Healthcare 17.99%
3 Consumer Staples 16.39%
4 Industrials 15.47%
5 Energy 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.7M 1.19%
111,388
-3,100
27
$24.9M 1.15%
621,573
-1,000
28
$24.7M 1.14%
218,930
+9,900
29
$24.6M 1.14%
313,645
-100
30
$24.5M 1.13%
149,947
-750
31
$23.3M 1.08%
141,816
32
$23.1M 1.07%
249,982
33
$21.4M 0.99%
222,720
+25,420
34
$21.2M 0.98%
649,931
35
$21.2M 0.98%
191,599
36
$20.1M 0.93%
150,748
37
$20.1M 0.93%
778,473
38
$18.7M 0.86%
231,042
-1,017
39
$18.4M 0.85%
147,841
-2,000
40
$18.1M 0.83%
220,688
+1,260
41
$17.4M 0.8%
76,901
-800
42
$17.3M 0.8%
128,945
-1,510
43
$16.9M 0.78%
335,732
-7,428
44
$15.8M 0.73%
543,542
45
$15.5M 0.72%
103,829
-1,220
46
$15.1M 0.7%
136,621
47
$14.6M 0.68%
271,796
48
$14.6M 0.68%
208,246
49
$14.5M 0.67%
330,503
-3,516
50
$14M 0.65%
511,180
-800
1
2
3 4 5