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
$1.88B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$3.46M
3
+$2.16M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.18M
5
WFC icon
Wells Fargo
WFC
+$981K

Top Sells

1
+$3.38M
2
+$3.24M
3
+$1.6M
4
AAPL icon
Apple
AAPL
+$1.54M
5
AMGN icon
Amgen
AMGN
+$1.08M

Sector Composition

1 Technology 19.86%
2 Consumer Staples 18.7%
3 Healthcare 17.48%
4 Industrials 16.02%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.4M 0.61%
116,110
+3,110
52
$11.2M 0.6%
239,288
-200
53
$10.7M 0.57%
131,058
54
$10.6M 0.56%
463,885
+7,018
55
$10.4M 0.56%
66,552
-5,414
56
$10.4M 0.55%
146,740
+16,700
57
$9.91M 0.53%
124,027
58
$9.19M 0.49%
89,862
-900
59
$9.02M 0.48%
37,350
60
$8.99M 0.48%
269,705
-5,280
61
$8.95M 0.48%
97,843
-200
62
$8.92M 0.48%
317,291
+1,999
63
$8.46M 0.45%
97,299
64
$8.31M 0.44%
129,920
65
$8.13M 0.43%
131,130
66
$8.06M 0.43%
345,728
-2,500
67
$7.97M 0.42%
122,643
68
$7.91M 0.42%
43,150
69
$7.67M 0.41%
224,554
-2,865
70
$7.19M 0.38%
115,872
71
$6.55M 0.35%
280,683
+40,258
72
$6.45M 0.34%
104,680
73
$6.22M 0.33%
37,858
-200
74
$6.14M 0.33%
+107,912
75
$6.05M 0.32%
142,747
1 2
3
4 5