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
$1.95B
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$3.27M
3
+$1.28M
4
BSX icon
Boston Scientific
BSX
+$864K
5
APTV icon
Aptiv
APTV
+$719K

Top Sells

1
+$7.32M
2
+$6.9M
3
+$4.25M
4
DVN icon
Devon Energy
DVN
+$1.71M
5
ALL icon
Allstate
ALL
+$1.5M

Sector Composition

1 Industrials 18.13%
2 Consumer Staples 16.96%
3 Healthcare 16%
4 Technology 15.47%
5 Energy 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.2M 0.63%
182,707
-1,434
52
$12M 0.61%
292,100
-4,448
53
$11.7M 0.6%
130,285
-1,052
54
$11.2M 0.58%
150,118
+3,600
55
$10.9M 0.56%
241,000
+3,900
56
$10.5M 0.54%
279,552
57
$10.5M 0.54%
260,300
-6,800
58
$10.5M 0.54%
431,790
+134,980
59
$9.71M 0.5%
104,747
+5,866
60
$9.5M 0.49%
103,451
-3,527
61
$9.49M 0.49%
137,220
62
$9.47M 0.49%
548,887
-12,000
63
$9.35M 0.48%
134,307
-800
64
$9.06M 0.46%
132,254
+534
65
$8.97M 0.46%
430,226
-6,000
66
$8.34M 0.43%
132,701
+4,500
67
$8.18M 0.42%
130,900
-4,700
68
$8.14M 0.42%
105,263
69
$8.08M 0.41%
241,611
70
$7.9M 0.4%
140,528
71
$7.82M 0.4%
344,414
72
$7.6M 0.39%
115,872
73
$7.56M 0.39%
86,470
-6,561
74
$7.37M 0.38%
31,537
-1,395
75
$7.26M 0.37%
89,964
+66
1 2
3
4 5