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
$2.57B
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$1.62M
3
+$1.57M
4
META icon
Meta Platforms (Facebook)
META
+$1.06M
5
VLTO icon
Veralto
VLTO
+$1.04M

Top Sells

1
+$20.9M
2
+$17.1M
3
+$7.57M
4
PG icon
Procter & Gamble
PG
+$7.55M
5
MRK icon
Merck
MRK
+$4.02M

Sector Composition

1 Technology 22.37%
2 Industrials 17.81%
3 Healthcare 14.46%
4 Consumer Staples 14.43%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.5M 0.6%
59,380
-3,626
52
$15M 0.59%
188,496
-1,000
53
$14.5M 0.57%
134,523
-1,666
54
$14.3M 0.56%
54,877
-2,620
55
$14.1M 0.55%
239,200
-60,923
56
$13.8M 0.54%
99,654
-11,246
57
$13.7M 0.53%
139,968
-10,082
58
$13.5M 0.53%
187,035
-25,888
59
$12.8M 0.5%
73,532
-10,210
60
$12.6M 0.49%
35,686
+3,001
61
$12.6M 0.49%
255,492
62
$12.3M 0.48%
130,695
+3,918
63
$12.1M 0.47%
210,679
-400
64
$12.1M 0.47%
124,170
65
$12M 0.47%
237,488
-3,200
66
$11.9M 0.47%
108,533
67
$11.7M 0.46%
42,748
-757
68
$11.4M 0.44%
117,700
-4,000
69
$11.3M 0.44%
81,051
-8,679
70
$10.7M 0.42%
259,233
71
$10.2M 0.4%
113,592
+2,450
72
$9.98M 0.39%
275,949
-4,800
73
$9.83M 0.38%
84,675
-1,400
74
$9.74M 0.38%
123,334
75
$9.65M 0.38%
76,195
1 2
3
4 5