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
$1.97B
AUM Growth
-$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.63M
3
+$2.29M
4
QCOM icon
Qualcomm
QCOM
+$1.26M
5
UPS icon
United Parcel Service
UPS
+$1.17M

Top Sells

1
+$16.7M
2
+$9.36M
3
+$4.41M
4
DD
Du Pont De Nemours E I
DD
+$1.52M
5
BMY icon
Bristol-Myers Squibb
BMY
+$580K

Sector Composition

1 Consumer Staples 19.7%
2 Healthcare 17.91%
3 Industrials 17.03%
4 Technology 12.66%
5 Energy 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.7M 0.39%
478,920
+16,755
77
$7.58M 0.38%
121,304
-6,390
78
$7.53M 0.38%
130,591
79
$7.3M 0.37%
474,226
+12,200
80
$7.24M 0.37%
128,980
-800
81
$7.24M 0.37%
206,624
+1,910
82
$7.24M 0.37%
119,820
83
$6.75M 0.34%
152,730
+500
84
$6.34M 0.32%
195,418
85
$6.07M 0.31%
126,525
+200
86
$6.04M 0.31%
245,638
87
$5.72M 0.29%
246,377
88
$5.61M 0.28%
140,528
89
$5.05M 0.26%
192,167
+1,500
90
$4.96M 0.25%
42,051
91
$4.89M 0.25%
71,163
+471
92
$4.63M 0.23%
+145,120
93
$4.59M 0.23%
59,738
94
$4.58M 0.23%
84,200
+1,700
95
$4.49M 0.23%
92,768
96
$4.42M 0.22%
53,250
97
$4.31M 0.22%
98,660
98
$4.26M 0.22%
74,967
99
$4.13M 0.21%
49,308
100
$3.92M 0.2%
39,730
+11,900
2 3
4
5 6