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
$1.92B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$921K
3
+$914K
4
WAB icon
Wabtec
WAB
+$853K
5
KO icon
Coca-Cola
KO
+$554K

Top Sells

1
+$2.75M
2
+$1.38M
3
+$1.31M
4
BA icon
Boeing
BA
+$880K
5
MSFT icon
Microsoft
MSFT
+$790K

Sector Composition

1 Industrials 18.57%
2 Consumer Staples 17.38%
3 Healthcare 16.33%
4 Technology 15.75%
5 Energy 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.1M 0.63%
256,900
52
$11.9M 0.62%
147,668
+750
53
$11.5M 0.6%
127,811
54
$11.3M 0.59%
493,700
+7,976
55
$10.4M 0.54%
97,999
56
$10.3M 0.54%
124,359
57
$9.55M 0.5%
226,969
+10,100
58
$9.43M 0.49%
84,214
59
$9.23M 0.48%
131,521
60
$9.04M 0.47%
133,990
61
$8.84M 0.46%
99,763
-1,500
62
$8.81M 0.46%
133,707
63
$8.38M 0.44%
250,705
64
$8.25M 0.43%
228,376
-1,200
65
$7.9M 0.41%
88,498
66
$7.82M 0.41%
100,545
-100
67
$7.78M 0.4%
131,900
68
$7.76M 0.4%
99,347
69
$7.5M 0.39%
123,600
+2,800
70
$7.17M 0.37%
432,526
+4,000
71
$6.93M 0.36%
37,700
-200
72
$6.9M 0.36%
140,528
73
$6.64M 0.35%
238,000
74
$6.57M 0.34%
531,087
-3,000
75
$6.49M 0.34%
177,916
1 2
3
4 5