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
$2.85B
AUM Growth
+$283M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$9.07M
3
+$7.78M
4
MSFT icon
Microsoft
MSFT
+$6.07M
5
V icon
Visa
V
+$6M

Top Sells

1
+$9.3M
2
+$5.09M
3
+$4.13M
4
FCX icon
Freeport-McMoran
FCX
+$4.02M
5
HON icon
Honeywell
HON
+$3.98M

Sector Composition

1 Technology 22.25%
2 Industrials 17.1%
3 Healthcare 14.62%
4 Consumer Staples 14.39%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$34.4M 1.21%
121,131
+13,485
27
$32.9M 1.15%
116,685
+7,177
28
$31.9M 1.12%
722,103
-23,920
29
$31.8M 1.12%
227,161
-23,205
30
$31.8M 1.12%
586,634
-25,069
31
$31.2M 1.09%
624,766
+2,863
32
$28.7M 1.01%
392,112
+613
33
$28.7M 1.01%
165,925
+20,813
34
$27.8M 0.97%
159,513
-14,401
35
$27.6M 0.97%
190,249
-765
36
$26.3M 0.92%
276,957
-1,691
37
$25.4M 0.89%
139,683
+1,823
38
$25.1M 0.88%
51,714
+16,028
39
$23.7M 0.83%
150,015
+15,675
40
$23.5M 0.82%
30,144
-919
41
$21.3M 0.75%
76,363
+21,486
42
$21.1M 0.74%
216,068
-11,214
43
$20.6M 0.72%
232,793
+5,714
44
$20M 0.7%
312,715
-895
45
$18.9M 0.66%
75,576
-70
46
$18.3M 0.64%
618,966
-7,785
47
$18.2M 0.64%
386,796
-85,588
48
$18M 0.63%
293,873
+54,673
49
$17.8M 0.62%
306,679
-9,453
50
$17M 0.59%
188,406
-90
1
2
3 4 5