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
$1.97B
AUM Growth
-$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.63M
3
+$2.29M
4
QCOM icon
Qualcomm
QCOM
+$1.26M
5
UPS icon
United Parcel Service
UPS
+$1.17M

Top Sells

1
+$16.7M
2
+$9.36M
3
+$4.41M
4
DD
Du Pont De Nemours E I
DD
+$1.52M
5
BMY icon
Bristol-Myers Squibb
BMY
+$580K

Sector Composition

1 Consumer Staples 19.7%
2 Healthcare 17.91%
3 Industrials 17.03%
4 Technology 12.66%
5 Energy 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.4M 0.68%
162,188
-250
52
$13.3M 0.68%
168,232
53
$12.2M 0.62%
177,294
+3,000
54
$11.4M 0.58%
978,710
+3,303
55
$11.3M 0.57%
132,782
56
$11.1M 0.56%
337,834
-284,980
57
$11M 0.56%
308,665
+3,274
58
$11M 0.56%
83,733
-800
59
$10.6M 0.54%
196,600
+23,400
60
$10.4M 0.53%
201,918
-400
61
$10.1M 0.51%
1,042,956
+78,450
62
$9.74M 0.49%
189,868
-1,000
63
$9.4M 0.48%
250,400
+4,000
64
$9.2M 0.47%
114,534
+500
65
$9.19M 0.47%
376,800
-400
66
$9.04M 0.46%
208,620
67
$9.03M 0.46%
255,300
68
$8.92M 0.45%
326,118
69
$8.41M 0.43%
140,394
+1,100
70
$8.41M 0.43%
258,300
-700
71
$8.26M 0.42%
104,950
72
$8.18M 0.41%
161,400
-1,300
73
$8.03M 0.41%
121,507
+11,019
74
$8.01M 0.41%
215,850
+9,000
75
$7.73M 0.39%
44,500
1 2
3
4 5