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
$2.35B
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$1.68M
3
+$1.34M
4
DVN icon
Devon Energy
DVN
+$1M
5
INTC icon
Intel
INTC
+$845K

Top Sells

1
+$7.35M
2
+$3.55M
3
+$1.65M
4
BCR
CR Bard Inc.
BCR
+$1.04M
5
TT icon
Trane Technologies
TT
+$651K

Sector Composition

1 Consumer Staples 19.1%
2 Industrials 18.39%
3 Healthcare 15.73%
4 Technology 14.21%
5 Energy 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.7M 0.71%
203,936
-1,000
52
$16.3M 0.69%
541,091
-5,296
53
$15.9M 0.68%
209,921
54
$15.1M 0.64%
163,288
+1,300
55
$14.9M 0.63%
309,404
+3,591
56
$14.8M 0.63%
247,400
57
$14.6M 0.62%
187,535
+8,466
58
$14.3M 0.61%
80,933
-150
59
$14M 0.6%
123,846
60
$13.5M 0.58%
182,018
61
$12.9M 0.55%
164,233
+125
62
$12.4M 0.53%
252,900
+2,100
63
$12.2M 0.52%
119,634
+7,300
64
$11.6M 0.5%
342,818
+7,780
65
$11.5M 0.49%
359,600
66
$11.5M 0.49%
348,640
67
$11.4M 0.49%
828,300
+5,161
68
$11.4M 0.48%
272,600
+24,000
69
$11.1M 0.47%
199,651
-67
70
$10.6M 0.45%
142,810
+500
71
$10.2M 0.44%
44,500
72
$10.2M 0.44%
161,300
+21,200
73
$9.98M 0.43%
161,020
74
$9.75M 0.42%
140,528
75
$9.72M 0.41%
128,466
1 2
3
4 5