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
$2.11B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$1.54M
3
+$1.08M
4
CVX icon
Chevron
CVX
+$931K
5
KHC icon
Kraft Heinz
KHC
+$728K

Top Sells

1
+$6.32M
2
+$4.61M
3
+$3.4M
4
NEM icon
Newmont
NEM
+$2.06M
5
FCX icon
Freeport-McMoran
FCX
+$2.06M

Sector Composition

1 Consumer Staples 19.76%
2 Healthcare 18.22%
3 Industrials 17.34%
4 Technology 12.47%
5 Energy 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.5M 0.69%
791,483
52
$13.9M 0.66%
161,988
-200
53
$13M 0.62%
131,882
-900
54
$12.9M 0.61%
338,759
+925
55
$12.4M 0.59%
177,194
-100
56
$12M 0.57%
82,983
-750
57
$11M 0.52%
201,918
58
$10.9M 0.52%
306,658
-2,007
59
$10.1M 0.48%
250,400
60
$9.93M 0.47%
190,768
+900
61
$9.78M 0.46%
326,118
62
$9.77M 0.46%
195,500
-1,100
63
$9.7M 0.46%
114,434
-100
64
$9.62M 0.46%
370,400
-6,400
65
$9.07M 0.43%
140,394
66
$8.83M 0.42%
258,300
67
$8.64M 0.41%
253,800
-1,500
68
$8.63M 0.41%
208,620
69
$8.52M 0.4%
129,266
-1,325
70
$8.43M 0.4%
160,400
-1,000
71
$8.23M 0.39%
121,304
72
$8.02M 0.38%
44,500
73
$7.97M 0.38%
118,101
-3,406
74
$7.62M 0.36%
104,950
75
$7.44M 0.35%
128,980
1 2
3
4 5