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
$2.53B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.16M
3
+$1.96M
4
CRM icon
Salesforce
CRM
+$1.44M
5
VZ icon
Verizon
VZ
+$1.22M

Top Sells

1
+$2M
2
+$1.34M
3
+$1.17M
4
COP icon
ConocoPhillips
COP
+$1.13M
5
CAT icon
Caterpillar
CAT
+$903K

Sector Composition

1 Technology 20.57%
2 Industrials 18.6%
3 Consumer Staples 15.59%
4 Healthcare 15.28%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.8M 0.66%
371,118
+24,692
52
$15.9M 0.63%
251,427
+1,500
53
$15.7M 0.62%
79,101
54
$15.5M 0.61%
225,889
-300
55
$14.9M 0.59%
305,992
56
$14.6M 0.57%
269,000
-300
57
$14.2M 0.56%
126,310
+2,800
58
$13.2M 0.52%
104,399
59
$13.1M 0.52%
209,351
-5,548
60
$13M 0.51%
54,395
+600
61
$12.8M 0.5%
256,088
62
$12.6M 0.5%
52,847
-1,579
63
$12.5M 0.49%
130,030
64
$12.4M 0.49%
43,142
65
$12.4M 0.49%
106,943
+800
66
$12.2M 0.48%
123,537
67
$11.5M 0.45%
82,394
68
$11.3M 0.44%
248,684
+6,200
69
$10.9M 0.43%
500,714
-265
70
$10.9M 0.43%
153,776
+14,920
71
$10.9M 0.43%
134,822
+1,000
72
$10.4M 0.41%
124,725
-7,100
73
$9.99M 0.39%
104,148
-7,550
74
$9.85M 0.39%
88,092
75
$9.39M 0.37%
76,900
1 2
3
4 5