MHC

Meyer Handelman Company Portfolio holdings

AUM $3.19B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.88M
3
+$2.72M
4
SOLV icon
Solventum
SOLV
+$2.53M
5
VZ icon
Verizon
VZ
+$2.22M

Top Sells

1
+$9.16M
2
+$4.73M
3
+$4.41M
4
MMM icon
3M
MMM
+$3.54M
5
TT icon
Trane Technologies
TT
+$2.24M

Sector Composition

1 Technology 23.68%
2 Industrials 16.95%
3 Healthcare 14.3%
4 Consumer Staples 14.21%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.7M 0.59%
429,082
-53,040
52
$16.3M 0.57%
131,820
-3,600
53
$15.9M 0.56%
560,981
-57,985
54
$15.9M 0.56%
105,448
-375
55
$15.8M 0.56%
298,329
-8,350
56
$15.2M 0.53%
255,804
-140
57
$14.1M 0.5%
157,497
+23,127
58
$14.1M 0.5%
56,523
-2,000
59
$13.4M 0.47%
97,234
60
$13.2M 0.46%
83,292
-400
61
$13M 0.46%
118,430
-180
62
$13M 0.46%
164,785
-23,322
63
$12.9M 0.45%
385,972
+51,155
64
$12.8M 0.45%
196,235
-11,350
65
$11.2M 0.4%
108,033
-500
66
$11.2M 0.39%
133,271
-266
67
$11.1M 0.39%
61,216
-1,740
68
$10.1M 0.36%
300,662
-131,022
69
$9.94M 0.35%
103,276
+1,670
70
$9.86M 0.35%
184,218
-14,470
71
$9.81M 0.35%
38,018
-50
72
$9.79M 0.34%
233,758
-12,347
73
$9.71M 0.34%
21,470
-430
74
$9.32M 0.33%
75,262
-1,250
75
$9.02M 0.32%
35,091
+46
1 2
3
4 5