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
$2.21B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1 +$2.92M
2 +$1.77M
3 +$1.73M
4
AAPL icon
Apple
AAPL
+$1.62M
5
ITW icon
Illinois Tool Works
ITW
+$1.59M

Top Sells

1 +$2.14M
2 +$1.6M
3 +$1.12M
4
WMT icon
Walmart
WMT
+$989K
5
MDLZ icon
Mondelez International
MDLZ
+$948K

Sector Composition

1 Technology 20.11%
2 Industrials 18.31%
3 Consumer Staples 17.57%
4 Healthcare 15.96%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$14M 0.63%
160,140
+10,100
52
$13.7M 0.62%
299,818
+1,940
53
$13.2M 0.6%
280,927
+16,502
54
$13M 0.59%
120,960
+7,950
55
$12.8M 0.58%
490,169
+2,007
56
$12.7M 0.57%
341,040
+46,373
57
$12.6M 0.57%
216,349
-16,222
58
$12.4M 0.56%
248,088
+8,800
59
$11.7M 0.53%
59,276
-3,441
60
$11.4M 0.51%
103,743
+8,400
61
$11.1M 0.5%
121,162
-1,132
62
$10.9M 0.49%
39,982
+3,332
63
$10.7M 0.48%
49,820
+2,550
64
$10.6M 0.48%
487,376
+28,125
65
$10.3M 0.47%
128,630
-1,000
66
$10.3M 0.47%
131,253
+2,999
67
$10.3M 0.47%
221,758
+504
68
$10.1M 0.46%
100,899
+3,600
69
$9.32M 0.42%
80,061
-800
70
$8.78M 0.4%
82,092
+5,500
71
$8.64M 0.39%
126,476
+6,833
72
$7.72M 0.35%
125,246
+25,740
73
$6.9M 0.31%
78,700
-600
74
$6.77M 0.31%
115,872
75
$6.69M 0.3%
326,114
-16,614