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
$2.39B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$874K
3
+$618K
4
DE icon
Deere & Co
DE
+$332K
5
AAPL icon
Apple
AAPL
+$307K

Top Sells

1
+$4.73M
2
+$3.89M
3
+$3.48M
4
PEP icon
PepsiCo
PEP
+$3.42M
5
TT icon
Trane Technologies
TT
+$3.29M

Sector Composition

1 Technology 18.43%
2 Healthcare 17.55%
3 Industrials 16.74%
4 Consumer Staples 16.62%
5 Energy 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.4M 0.64%
293,993
-16,941
52
$15M 0.63%
189,946
-18,300
53
$14.2M 0.59%
221,140
-9,322
54
$13.5M 0.57%
240,688
-24,000
55
$13.5M 0.56%
43,798
56
$13.4M 0.56%
200,335
+48
57
$12.8M 0.53%
250,396
-21,400
58
$12.7M 0.53%
123,187
59
$12.3M 0.51%
260,211
60
$12.2M 0.51%
136,156
61
$12M 0.5%
124,670
-2,800
62
$11.9M 0.5%
32,533
-1,275
63
$11.8M 0.49%
107,033
+2,196
64
$11.6M 0.49%
124,854
65
$11.5M 0.48%
97,451
-21,200
66
$11.1M 0.46%
58,175
-7,050
67
$10.9M 0.46%
277,549
-24,900
68
$10.8M 0.45%
143,475
69
$10.5M 0.44%
254,542
+1,108
70
$10.3M 0.43%
43,905
-6,277
71
$10.2M 0.43%
77,332
-1,050
72
$10.1M 0.42%
126,325
-150
73
$9.75M 0.41%
215,476
-435
74
$9.3M 0.39%
268,457
-3,907
75
$9.2M 0.38%
92,745
+847
1 2
3
4 5