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
$2.16B
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.15M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$654K
5
BP icon
BP
BP
+$611K

Top Sells

1
+$1.58M
2
+$1.53M
3
+$1.44M
4
CVX icon
Chevron
CVX
+$1.32M
5
TT icon
Trane Technologies
TT
+$1.08M

Sector Composition

1 Industrials 17.29%
2 Consumer Staples 17.23%
3 Healthcare 16.44%
4 Technology 12.25%
5 Energy 11.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.9M 0.73%
638,100
+11,000
52
$15.6M 0.72%
196,850
53
$15M 0.69%
202,136
+967
54
$14.8M 0.69%
968,250
+1,101
55
$14.5M 0.67%
188,368
-900
56
$14.5M 0.67%
273,835
+595
57
$14.3M 0.66%
169,832
58
$14.3M 0.66%
162,538
-100
59
$13.8M 0.64%
293,176
+5,139
60
$12.9M 0.6%
118,220
61
$12.3M 0.57%
249,500
62
$11.7M 0.54%
460,735
+4,271
63
$11.6M 0.54%
154,233
-1,013
64
$11.2M 0.52%
187,459
+30,000
65
$11M 0.51%
333,414
66
$11M 0.51%
261,232
+1,500
67
$10.8M 0.5%
126,025
-410
68
$10.8M 0.5%
262,600
69
$10.8M 0.5%
84,533
70
$10.6M 0.49%
202,218
71
$10.6M 0.49%
202,890
+2,674
72
$9.93M 0.46%
149,630
+400
73
$9.79M 0.45%
382,000
-3,200
74
$9.65M 0.45%
202,076
-3,416
75
$9.16M 0.42%
131,565
-114
1 2
3
4 5