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
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.09M
3
+$534K
4
APC
Anadarko Petroleum
APC
+$466K
5
AAPL icon
Apple
AAPL
+$272K

Top Sells

1
+$2.12M
2
+$1.72M
3
+$1.01M
4
PEP icon
PepsiCo
PEP
+$851K
5
VZ icon
Verizon
VZ
+$743K

Sector Composition

1 Consumer Staples 20.23%
2 Industrials 17.76%
3 Healthcare 16.72%
4 Technology 12.8%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.17M 0.38%
212,545
+4,489
77
$8.11M 0.38%
128,080
-900
78
$7.83M 0.36%
759,908
-2,753
79
$7.74M 0.36%
140,528
80
$7.62M 0.35%
737,314
-1,700
81
$7.23M 0.33%
244,314
82
$6.99M 0.32%
44,500
83
$6.74M 0.31%
195,418
84
$6.04M 0.28%
129,820
+10,000
85
$5.84M 0.27%
190,867
-1,300
86
$5.66M 0.26%
245,738
-493
87
$5.58M 0.26%
41,835
-108
88
$5.55M 0.26%
76,463
89
$5.54M 0.26%
145,120
90
$5.49M 0.25%
200,150
-1,000
91
$5.44M 0.25%
488,626
+18,600
92
$5.44M 0.25%
441,664
-2,800
93
$5.08M 0.24%
58,718
94
$5.02M 0.23%
124,685
+200
95
$4.92M 0.23%
86,050
+250
96
$4.83M 0.22%
92,768
97
$4.8M 0.22%
72,327
-2,640
98
$4.61M 0.21%
54,750
99
$4.21M 0.19%
68,698
100
$4.16M 0.19%
111,580
2 3
4
5 6