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
$2.37B
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.26M
3
+$957K
4
NEE icon
NextEra Energy
NEE
+$918K
5
OXY icon
Occidental Petroleum
OXY
+$796K

Top Sells

1
+$3.2M
2
+$2.77M
3
+$1.55M
4
PFE icon
Pfizer
PFE
+$1.11M
5
PG icon
Procter & Gamble
PG
+$1.04M

Sector Composition

1 Industrials 18.88%
2 Consumer Staples 18.66%
3 Healthcare 16.19%
4 Technology 13.58%
5 Energy 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.6M 0.7%
299,800
+5,600
52
$16.4M 0.69%
305,180
-4,224
53
$16M 0.68%
80,933
54
$15.9M 0.67%
516,291
-24,800
55
$15.7M 0.66%
209,921
56
$15M 0.64%
162,088
-1,200
57
$14.7M 0.62%
123,846
58
$14.3M 0.6%
247,400
59
$13.8M 0.58%
177,818
-4,200
60
$13.6M 0.57%
206,619
+19,084
61
$13.5M 0.57%
385,800
+26,200
62
$12.9M 0.54%
160,233
-4,000
63
$11.8M 0.5%
275,300
+22,400
64
$11.5M 0.49%
342,816
-2
65
$11.3M 0.48%
347,892
-748
66
$11.2M 0.47%
142,810
67
$11M 0.47%
199,318
-333
68
$10.7M 0.45%
104,534
-15,100
69
$10.5M 0.44%
174,600
+13,300
70
$10.1M 0.43%
124,466
-4,000
71
$9.88M 0.42%
44,500
72
$9.44M 0.4%
246,020
-8,080
73
$9.13M 0.39%
285,600
+13,000
74
$8.96M 0.38%
140,528
75
$8.84M 0.37%
194,887
1 2
3
4 5