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
$2.08B
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.51M
3
+$1.16M
4
FCX icon
Freeport-McMoran
FCX
+$1.14M
5
VZ icon
Verizon
VZ
+$1.02M

Top Sells

1
+$6.85M
2
+$1.1M
3
+$730K
4
XOM icon
Exxon Mobil
XOM
+$684K
5
HON icon
Honeywell
HON
+$627K

Sector Composition

1 Consumer Staples 17.48%
2 Industrials 17.47%
3 Healthcare 16.7%
4 Technology 12.33%
5 Energy 11.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.75M 0.42%
141,528
77
$8.47M 0.41%
107,450
78
$8.4M 0.4%
187,200
-3,600
79
$8.03M 0.39%
133,438
-1,440
80
$7.94M 0.38%
152,153
-6,330
81
$7.69M 0.37%
248,601
-999
82
$7.52M 0.36%
127,694
83
$7.26M 0.35%
44,300
84
$7.03M 0.34%
190,367
-1,200
85
$6.99M 0.34%
134,856
86
$6.83M 0.33%
74,839
87
$6.48M 0.31%
196,028
88
$6.46M 0.31%
243,775
-1,443
89
$6.35M 0.31%
104,950
+3,000
90
$5.08M 0.24%
104,285
-715
91
$4.92M 0.24%
78,509
-417
92
$4.77M 0.23%
43,348
93
$4.73M 0.23%
55,625
94
$4.66M 0.22%
96,368
-200
95
$4.64M 0.22%
167,265
96
$4.29M 0.21%
55,664
+800
97
$4.23M 0.2%
82,300
-500
98
$4.19M 0.2%
144,800
+8,400
99
$3.99M 0.19%
44,292
100
$3.88M 0.19%
76,584
+678
2 3
4
5 6