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
$2.33B
AUM Growth
-$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.45M
3
+$1.18M
4
CRM icon
Salesforce
CRM
+$792K
5
SPGI icon
S&P Global
SPGI
+$790K

Top Sells

1
+$2.72M
2
+$1.76M
3
+$1.45M
4
CVX icon
Chevron
CVX
+$1.28M
5
MDT icon
Medtronic
MDT
+$1.2M

Sector Composition

1 Technology 20.09%
2 Healthcare 18.25%
3 Consumer Staples 16.8%
4 Industrials 14.97%
5 Energy 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15M 0.65%
143,475
-2,280
52
$15M 0.64%
511,980
-11,500
53
$14.9M 0.64%
264,688
-800
54
$14M 0.6%
105,049
55
$13.9M 0.6%
350,291
-5,205
56
$13.2M 0.57%
123,337
-100
57
$13.1M 0.56%
310,934
-2,000
58
$12.4M 0.53%
200,287
-150
59
$11.6M 0.5%
124,929
60
$11.4M 0.49%
272,364
-3,600
61
$11.4M 0.49%
104,837
62
$11.3M 0.48%
50,182
63
$11.1M 0.48%
34,208
-300
64
$11M 0.47%
230,462
+908
65
$10.8M 0.46%
119,851
-2,606
66
$10.7M 0.46%
435,346
+6,180
67
$10.5M 0.45%
43,798
68
$10.1M 0.43%
127,470
-1,760
69
$9.98M 0.43%
217,118
+10,300
70
$9.93M 0.43%
253,434
71
$9.84M 0.42%
137,656
72
$9.48M 0.41%
302,449
-700
73
$8.72M 0.37%
63,815
+1,305
74
$8.47M 0.36%
77,780
+2,300
75
$8.22M 0.35%
250,894
-5,120
1 2
3
4 5