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
$2.11B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$1.54M
3
+$1.08M
4
CVX icon
Chevron
CVX
+$931K
5
KHC icon
Kraft Heinz
KHC
+$728K

Top Sells

1
+$6.32M
2
+$4.61M
3
+$3.4M
4
NEM icon
Newmont
NEM
+$2.06M
5
FCX icon
Freeport-McMoran
FCX
+$2.06M

Sector Composition

1 Consumer Staples 19.76%
2 Healthcare 18.22%
3 Industrials 17.34%
4 Technology 12.47%
5 Energy 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.33M 0.35%
153,330
+600
77
$6.95M 0.33%
208,056
+1,432
78
$6.74M 0.32%
+762,661
79
$6.62M 0.31%
140,528
80
$6.56M 0.31%
364,407
-114,513
81
$6.44M 0.3%
201,150
-14,700
82
$6.41M 0.3%
195,418
83
$6.35M 0.3%
244,314
-1,324
84
$5.92M 0.28%
470,026
-4,200
85
$5.84M 0.28%
246,231
-146
86
$5.82M 0.28%
119,820
87
$5.81M 0.28%
124,485
-2,040
88
$5.64M 0.27%
145,120
89
$5.26M 0.25%
444,464
-534,246
90
$5.13M 0.24%
68,698
+7,825
91
$5.08M 0.24%
85,800
+1,600
92
$5.05M 0.24%
41,943
-108
93
$5M 0.24%
739,014
-303,942
94
$4.95M 0.23%
76,463
+5,300
95
$4.8M 0.23%
58,718
-1,020
96
$4.66M 0.22%
54,750
+1,500
97
$4.6M 0.22%
192,167
98
$4.46M 0.21%
132,000
-1,000
99
$4.37M 0.21%
74,967
100
$4.36M 0.21%
92,768
2 3
4
5 6