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
$2.08B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$2.21M
3
+$1.19M
4
NVDA icon
NVIDIA
NVDA
+$711K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$695K

Top Sells

1
+$2.14M
2
+$1.87M
3
+$1.77M
4
SLB icon
SLB Limited
SLB
+$1.32M
5
CTVA icon
Corteva
CTVA
+$1.28M

Sector Composition

1 Consumer Staples 18.49%
2 Industrials 17.77%
3 Technology 17.01%
4 Healthcare 16.69%
5 Energy 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.5M 0.65%
458,593
-6,553
52
$13.5M 0.65%
358,590
-400
53
$13.2M 0.63%
139,068
-4,190
54
$12.5M 0.6%
130,058
55
$12M 0.58%
274,990
-2,946
56
$11.6M 0.55%
126,695
57
$11.3M 0.54%
90,763
-1,500
58
$11.2M 0.54%
129,923
-1,980
59
$10.4M 0.5%
98,199
+300
60
$10.1M 0.49%
232,590
-904
61
$10.1M 0.49%
251,303
-32,866
62
$10M 0.48%
131,130
63
$9.92M 0.48%
112,001
+4,000
64
$9.88M 0.47%
72,643
+291
65
$9.26M 0.44%
227,421
66
$9.11M 0.44%
122,645
67
$8.78M 0.42%
37,350
-50
68
$8.69M 0.42%
133,573
-3,634
69
$8.52M 0.41%
98,045
-600
70
$8.42M 0.4%
142,750
-500
71
$7.95M 0.38%
268,820
-43,404
72
$7.75M 0.37%
184,525
+62,847
73
$7.53M 0.36%
115,872
74
$7.38M 0.35%
131,200
-700
75
$7.25M 0.35%
85,198
1 2
3
4 5