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
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.09M
3
+$534K
4
APC
Anadarko Petroleum
APC
+$466K
5
AAPL icon
Apple
AAPL
+$272K

Top Sells

1
+$2.12M
2
+$1.72M
3
+$1.01M
4
PEP icon
PepsiCo
PEP
+$851K
5
VZ icon
Verizon
VZ
+$743K

Sector Composition

1 Consumer Staples 20.23%
2 Industrials 17.76%
3 Healthcare 16.72%
4 Technology 12.8%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16M 0.74%
255,832
52
$14.6M 0.68%
574,965
-3,242
53
$13.9M 0.64%
338,067
-692
54
$13.1M 0.6%
177,394
+200
55
$11.9M 0.55%
306,658
56
$11.8M 0.55%
250,400
57
$11.8M 0.55%
231,450
+35,950
58
$11.8M 0.55%
188,868
-1,900
59
$11.6M 0.54%
131,882
60
$10.9M 0.51%
370,000
-400
61
$10.5M 0.49%
82,983
62
$10.3M 0.48%
333,538
+7,420
63
$10.3M 0.47%
114,434
64
$10.2M 0.47%
256,900
-1,400
65
$10.1M 0.47%
158,100
-2,300
66
$9.74M 0.45%
201,418
-500
67
$9.61M 0.44%
361,407
-3,000
68
$8.96M 0.41%
250,800
-3,000
69
$8.72M 0.4%
121,304
70
$8.69M 0.4%
140,394
71
$8.63M 0.4%
104,950
72
$8.62M 0.4%
125,900
+7,799
73
$8.51M 0.39%
208,620
74
$8.34M 0.39%
153,330
75
$8.22M 0.38%
128,966
-300
1 2
3
4 5