MHC

Meyer Handelman Company Portfolio holdings

AUM $3.19B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.88M
3
+$2.72M
4
SOLV icon
Solventum
SOLV
+$2.53M
5
VZ icon
Verizon
VZ
+$2.22M

Top Sells

1
+$9.16M
2
+$4.73M
3
+$4.41M
4
MMM icon
3M
MMM
+$3.54M
5
TT icon
Trane Technologies
TT
+$2.24M

Sector Composition

1 Technology 23.68%
2 Industrials 16.95%
3 Healthcare 14.3%
4 Consumer Staples 14.21%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$35M 1.23%
223,499
-1,415
27
$30.1M 1.06%
154,813
-4,700
28
$29.9M 1.05%
629,561
+4,795
29
$28.4M 1%
111,500
-5,185
30
$27.6M 0.97%
54,824
+3,110
31
$27.5M 0.97%
172,385
+6,460
32
$27M 0.95%
169,569
-57,592
33
$26.9M 0.95%
29,764
-380
34
$26.3M 0.93%
383,369
-8,743
35
$25.4M 0.89%
148,078
+8,395
36
$25.1M 0.88%
276,455
-502
37
$23.9M 0.84%
575,029
-11,605
38
$23.1M 0.81%
183,294
-6,955
39
$21.6M 0.76%
147,902
-2,113
40
$21.4M 0.75%
213,368
-2,700
41
$20.9M 0.74%
79,648
+3,285
42
$20.3M 0.71%
198,173
-34,620
43
$20M 0.7%
282,670
-30,045
44
$19.8M 0.7%
179,829
+13,255
45
$19.3M 0.68%
105,833
+1,075
46
$18.7M 0.66%
293,473
-400
47
$18.6M 0.65%
382,501
-4,295
48
$18.3M 0.64%
188,406
49
$18M 0.63%
75,366
-210
50
$17.6M 0.62%
569,311
-152,792
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