MHC

Meyer Handelman Company Portfolio holdings

AUM $3.16B
1-Year Est. Return 17.29%
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$53.7M
2
+$4.19M
3
+$2.14M
4
CI icon
Cigna
CI
+$1.96M
5
SLB icon
SLB Ltd
SLB
+$1.78M

Top Sells

1
+$44.1M
2
+$12.8M
3
+$12.4M
4
HD icon
Home Depot
HD
+$11.2M
5
MCD icon
McDonald's
MCD
+$10.3M

Sector Composition

1 Industrials 19.12%
2 Consumer Staples 16.46%
3 Healthcare 15.77%
4 Technology 14.01%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.6M 0.62%
372,400
-13,400
52
$13.6M 0.62%
166,833
+6,600
53
$13.2M 0.6%
171,318
-6,500
54
$12.9M 0.59%
342,642
-5,250
55
$12.5M 0.57%
272,300
-3,000
56
$12.4M 0.56%
303,948
-144,652
57
$11.3M 0.52%
47,656
+3,156
58
$11.2M 0.51%
135,058
-7,752
59
$11.2M 0.51%
102,334
-2,200
60
$10.9M 0.5%
198,068
-1,250
61
$10.4M 0.48%
258,571
-221,377
62
$10.2M 0.47%
106,978
-55,110
63
$10.2M 0.47%
267,300
+21,280
64
$10.1M 0.46%
91,298
-71,000
65
$10.1M 0.46%
157,000
-17,600
66
$9.6M 0.44%
123,751
-84,924
67
$9.19M 0.42%
106,263
-18,203
68
$9.06M 0.41%
101,981
+6,765
69
$8.97M 0.41%
449,414
+13,600
70
$8.75M 0.4%
183,812
-11,075
71
$8.71M 0.4%
138,580
-780
72
$8.25M 0.38%
168,940
-2,080
73
$8.23M 0.38%
278,208
+22,177
74
$8.15M 0.37%
140,528
75
$8.1M 0.37%
127,782
-119,250
1 2
3
4 5