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
$2.61B
AUM Growth
-$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.74M
3
+$1.68M
4
NVDA icon
NVIDIA
NVDA
+$1.48M
5
VZ icon
Verizon
VZ
+$1.23M

Top Sells

1
+$1.81M
2
+$1.56M
3
+$1.4M
4
PG icon
Procter & Gamble
PG
+$1.13M
5
MPC icon
Marathon Petroleum
MPC
+$1.05M

Sector Composition

1 Technology 21.34%
2 Healthcare 16.65%
3 Industrials 15.97%
4 Consumer Staples 15.27%
5 Energy 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.9M 0.69%
78,601
-200
52
$16.3M 0.62%
262,750
-2,050
53
$16.2M 0.62%
429,166
+20,244
54
$15.8M 0.61%
208,246
55
$15.8M 0.6%
312,934
+2,353
56
$15.5M 0.59%
265,488
+3,400
57
$15.1M 0.58%
229,554
-789
58
$13.8M 0.53%
123,437
-100
59
$13.2M 0.51%
105,049
-1,000
60
$13.1M 0.5%
50,182
61
$12.7M 0.49%
275,964
-1,200
62
$12.7M 0.49%
129,230
63
$12.6M 0.48%
124,929
-2,100
64
$12.6M 0.48%
200,437
-300
65
$12.4M 0.48%
104,837
66
$12.3M 0.47%
82,848
-12,200
67
$12.3M 0.47%
253,434
+250
68
$12.2M 0.47%
122,457
+1,434
69
$12M 0.46%
62,510
+3,685
70
$11.5M 0.44%
303,149
-2,451
71
$11M 0.42%
206,818
+7,092
72
$10.9M 0.42%
43,798
-360
73
$10.5M 0.4%
75,480
-540
74
$9.88M 0.38%
34,508
-1,900
75
$9.3M 0.36%
84,726
+1,166
1 2
3
4 5