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
$2.57B
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$1.62M
3
+$1.57M
4
META icon
Meta Platforms (Facebook)
META
+$1.06M
5
VLTO icon
Veralto
VLTO
+$1.04M

Top Sells

1
+$20.9M
2
+$17.1M
3
+$7.57M
4
PG icon
Procter & Gamble
PG
+$7.55M
5
MRK icon
Merck
MRK
+$4.02M

Sector Composition

1 Technology 22.37%
2 Industrials 17.81%
3 Healthcare 14.46%
4 Consumer Staples 14.43%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$32.5M 1.26%
109,508
-7,700
27
$32.4M 1.26%
134,613
-1,605
28
$31.7M 1.23%
391,499
-855
29
$31.4M 1.22%
621,903
+2,760
30
$31.4M 1.22%
611,703
-41,160
31
$31M 1.21%
107,646
-3,695
32
$29.6M 1.15%
173,914
-21,250
33
$28.6M 1.11%
191,014
-200
34
$25.5M 0.99%
250,366
-15,066
35
$23.2M 0.9%
301,893
-5,166
36
$21.6M 0.84%
278,648
37
$21.4M 0.83%
137,860
+1,625
38
$21.1M 0.82%
134,340
-15,750
39
$20.8M 0.81%
227,079
-179
40
$20.3M 0.79%
145,112
-14,865
41
$20.1M 0.78%
472,384
-29,000
42
$19.1M 0.74%
227,282
-10,300
43
$19M 0.74%
313,610
44
$18.7M 0.73%
133,186
-5,163
45
$18.1M 0.71%
31,063
46
$18M 0.7%
626,751
+1,000
47
$17.6M 0.69%
75,646
-205
48
$17.3M 0.68%
316,132
+510
49
$17.3M 0.67%
209,548
50
$16.6M 0.65%
545,442
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