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
$2.48B
AUM Growth
+$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.28M
3
+$1.56M
4
CVX icon
Chevron
CVX
+$1.48M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.38M

Top Sells

1
+$7.51M
2
+$2.84M
3
+$2.19M
4
MRK icon
Merck
MRK
+$1.37M
5
IP icon
International Paper
IP
+$1.34M

Sector Composition

1 Technology 21.83%
2 Industrials 16.93%
3 Consumer Staples 15.92%
4 Healthcare 15.34%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.3M 0.62%
140,279
-3,708
52
$14.9M 0.6%
218,307
+6,498
53
$14.6M 0.59%
31,233
-300
54
$14.1M 0.57%
234,650
-7,150
55
$13.8M 0.56%
179,546
-9,200
56
$13.6M 0.55%
187,035
-4,600
57
$13M 0.53%
43,498
-200
58
$12.9M 0.52%
137,950
-1,700
59
$12.5M 0.51%
59,230
+3,455
60
$12.1M 0.49%
73,532
+5,600
61
$11.8M 0.48%
108,533
+1,500
62
$11.7M 0.47%
240,688
+8,000
63
$11.6M 0.47%
48,945
+6,560
64
$11.2M 0.45%
124,170
+5,300
65
$11M 0.45%
258,732
+6,498
66
$10.9M 0.44%
256,192
+7,450
67
$10.9M 0.44%
121,700
-833
68
$10.6M 0.43%
232,088
-18,308
69
$10.4M 0.42%
122,715
-2,660
70
$9.89M 0.4%
111,112
+1,660
71
$9.75M 0.39%
211,826
-2,150
72
$9.64M 0.39%
93,075
-3,442
73
$9.38M 0.38%
32,675
+1,835
74
$9.34M 0.38%
43,905
+2,820
75
$9.33M 0.38%
77,980
+200
1 2
3
4 5