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
$2.96B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1 +$5M
2 +$2.98M
3 +$2M
4
V icon
Visa
V
+$1.45M
5
AMZN icon
Amazon
AMZN
+$1.37M

Top Sells

1 +$6.92M
2 +$5.22M
3 +$3.72M
4
ETN icon
Eaton
ETN
+$2.22M
5
TEL icon
TE Connectivity
TEL
+$1.96M

Sector Composition

1 Technology 22.85%
2 Industrials 17.75%
3 Consumer Staples 14.41%
4 Healthcare 13.93%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$17M 0.57%
522,176
-38,805
52
$17M 0.57%
164,241
+6,744
53
$16.3M 0.55%
134,560
+2,740
54
$15.5M 0.52%
407,605
+21,633
55
$14.8M 0.5%
270,930
-27,399
56
$14.5M 0.49%
52,128
-4,395
57
$14.4M 0.49%
195,460
-775
58
$14.4M 0.49%
254,304
-1,500
59
$14M 0.47%
92,465
-12,983
60
$13.6M 0.46%
97,014
-220
61
$13.2M 0.45%
146,441
-18,344
62
$12.5M 0.42%
233,758
63
$12.3M 0.42%
81,992
-1,300
64
$12.3M 0.42%
108,033
65
$11.8M 0.4%
179,818
-4,400
66
$11.6M 0.39%
105,763
-12,667
67
$11.5M 0.39%
75,012
-250
68
$11.1M 0.37%
106,541
+3,265
69
$10.3M 0.35%
70,918
-1,544
70
$10.3M 0.35%
20,850
-620
71
$10.1M 0.34%
126,005
-435
72
$10.1M 0.34%
39,687
-2,617
73
$10.1M 0.34%
113,004
-12,796
74
$9.65M 0.33%
32,418
-5,600
75
$9.36M 0.32%
34,509
+9