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
$2.16B
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.15M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$654K
5
BP icon
BP
BP
+$611K

Top Sells

1
+$1.58M
2
+$1.53M
3
+$1.44M
4
CVX icon
Chevron
CVX
+$1.32M
5
TT icon
Trane Technologies
TT
+$1.08M

Sector Composition

1 Industrials 17.29%
2 Consumer Staples 17.23%
3 Healthcare 16.44%
4 Technology 12.25%
5 Energy 11.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.84M 0.41%
247,136
-1,465
77
$8.78M 0.41%
141,228
-300
78
$8.54M 0.4%
107,800
+350
79
$8.34M 0.39%
182,000
-5,200
80
$8.29M 0.38%
146,287
-5,866
81
$8.22M 0.38%
132,988
-450
82
$8.09M 0.37%
190,367
83
$7.88M 0.36%
127,694
84
$7.45M 0.35%
44,500
+200
85
$7.36M 0.34%
74,839
86
$7.09M 0.33%
134,856
87
$6.68M 0.31%
195,418
-610
88
$6.53M 0.3%
244,437
+662
89
$6.09M 0.28%
102,000
-2,285
90
$6.08M 0.28%
104,950
91
$5.23M 0.24%
180,935
+13,670
92
$5.23M 0.24%
74,402
-4,107
93
$5.14M 0.24%
43,240
-108
94
$5.01M 0.23%
95,768
-600
95
$4.82M 0.22%
55,625
96
$4.7M 0.22%
145,200
+400
97
$4.67M 0.22%
82,700
+400
98
$4.48M 0.21%
55,659
-5
99
$4.27M 0.2%
76,581
-3
100
$4.2M 0.19%
44,292
2 3
4
5 6