MHC

Meyer Handelman Company Portfolio holdings

AUM $3.19B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.03B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.82M
3
+$2.27M
4
EXPE icon
Expedia Group
EXPE
+$2.2M
5
META icon
Meta Platforms (Facebook)
META
+$1.91M

Top Sells

1
+$6.96M
2
+$2.68M
3
+$2.57M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.14M
5
LW icon
Lamb Weston
LW
+$2.04M

Sector Composition

1 Technology 24.63%
2 Industrials 17.9%
3 Consumer Staples 12.74%
4 Healthcare 12.56%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.1M 0.56%
101,370
-240
52
$17M 0.56%
235,999
+10,868
53
$17M 0.56%
61,572
+12,779
54
$16.7M 0.55%
240,315
+80
55
$15.8M 0.52%
98,226
+4,249
56
$15.8M 0.52%
173,410
57
$14.6M 0.48%
107,187
-100
58
$14.2M 0.47%
170,858
-1,325
59
$13.8M 0.46%
318,463
-2,850
60
$13.8M 0.45%
153,507
+1,119
61
$13.6M 0.45%
102,305
-1,313
62
$13.5M 0.45%
232,178
-195
63
$12.8M 0.42%
422,083
+7,001
64
$11.8M 0.39%
54,071
+1,755
65
$11.4M 0.38%
93,862
-950
66
$11.2M 0.37%
15,775
-2,800
67
$11M 0.36%
73,792
-660
68
$11M 0.36%
34,460
69
$10.8M 0.36%
160,785
-19,900
70
$10.5M 0.35%
57,814
-805
71
$10.5M 0.35%
81,112
-250
72
$10.3M 0.34%
46,739
+1,500
73
$9.74M 0.32%
49,327
74
$9.36M 0.31%
64,930
-1,813
75
$9.1M 0.3%
86,205
-6,180
1 2
3
4 5