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
$2.08B
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.51M
3
+$1.16M
4
FCX icon
Freeport-McMoran
FCX
+$1.14M
5
VZ icon
Verizon
VZ
+$1.02M

Top Sells

1
+$6.85M
2
+$1.1M
3
+$730K
4
XOM icon
Exxon Mobil
XOM
+$684K
5
HON icon
Honeywell
HON
+$627K

Sector Composition

1 Consumer Staples 17.48%
2 Industrials 17.47%
3 Healthcare 16.7%
4 Technology 12.33%
5 Energy 11.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.2M 0.68%
189,268
+2,000
52
$14.2M 0.68%
967,149
-4,955
53
$14.2M 0.68%
145,769
54
$14.1M 0.68%
162,638
55
$14.1M 0.68%
627,100
+36,800
56
$13.9M 0.67%
169,832
57
$13.8M 0.66%
273,240
+892
58
$13.2M 0.63%
196,850
-3,550
59
$12.6M 0.61%
249,500
60
$12.3M 0.59%
288,037
-1,927
61
$11.6M 0.56%
155,246
-1,200
62
$10.7M 0.51%
456,464
+34,500
63
$10.6M 0.51%
84,533
-500
64
$10.1M 0.48%
202,218
+700
65
$10M 0.48%
118,220
66
$9.97M 0.48%
149,230
-2,400
67
$9.92M 0.48%
200,216
68
$9.79M 0.47%
333,414
69
$9.72M 0.47%
259,732
70
$9.21M 0.44%
385,200
-4,000
71
$9.12M 0.44%
205,492
-1,528
72
$8.93M 0.43%
131,679
-797
73
$8.89M 0.43%
126,435
-1,800
74
$8.83M 0.42%
157,459
+12,300
75
$8.78M 0.42%
262,600
+200
1 2
3
4 5