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
$2.48B
AUM Growth
+$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.28M
3
+$1.56M
4
CVX icon
Chevron
CVX
+$1.48M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.38M

Top Sells

1
+$7.51M
2
+$2.84M
3
+$2.19M
4
MRK icon
Merck
MRK
+$1.37M
5
IP icon
International Paper
IP
+$1.34M

Sector Composition

1 Technology 21.83%
2 Industrials 16.93%
3 Consumer Staples 15.92%
4 Healthcare 15.34%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$32.2M 1.3%
623,123
+12,550
27
$31.3M 1.27%
842,468
+9,694
28
$29.6M 1.19%
383,454
-10,470
29
$28.4M 1.15%
191,314
30
$27.6M 1.11%
236,476
-18,800
31
$27.4M 1.11%
136,250
-3,812
32
$25M 1.01%
747,123
+11,450
33
$23.6M 0.95%
106,446
+1,050
34
$23.3M 0.94%
314,110
-100
35
$22.3M 0.9%
254,725
-2,728
36
$22.3M 0.9%
134,570
+1,123
37
$21.6M 0.87%
302,159
-11,895
38
$21.4M 0.86%
218,382
+7,284
39
$21.2M 0.86%
630,051
+10,620
40
$20M 0.81%
500,434
+11,042
41
$19.4M 0.78%
138,439
+7,105
42
$19.1M 0.77%
545,442
+1,900
43
$19M 0.77%
226,720
-8,790
44
$18.5M 0.75%
209,648
-8,044
45
$18.4M 0.74%
281,294
-6,200
46
$17.2M 0.7%
127,805
-560
47
$16.9M 0.68%
99,654
-700
48
$16.7M 0.67%
75,901
-500
49
$16.6M 0.67%
311,421
-7,983
50
$15.7M 0.63%
136,189
+3,832
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