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
$2.37B
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.26M
3
+$957K
4
NEE icon
NextEra Energy
NEE
+$918K
5
OXY icon
Occidental Petroleum
OXY
+$796K

Top Sells

1
+$3.2M
2
+$2.77M
3
+$1.55M
4
PFE icon
Pfizer
PFE
+$1.11M
5
PG icon
Procter & Gamble
PG
+$1.04M

Sector Composition

1 Industrials 18.88%
2 Consumer Staples 18.66%
3 Healthcare 16.19%
4 Technology 13.58%
5 Energy 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.31M 0.35%
139,360
-3,520
77
$8.05M 0.34%
154,400
78
$7.89M 0.33%
612,809
-215,491
79
$7.75M 0.33%
171,020
+10,000
80
$7.62M 0.32%
435,814
-6,000
81
$7.56M 0.32%
115,872
82
$7.36M 0.31%
73,327
83
$7.3M 0.31%
256,031
+13,196
84
$7.28M 0.31%
137,365
85
$7.18M 0.3%
598,137
+4,280
86
$7.03M 0.3%
126,880
-1,200
87
$7.01M 0.3%
175,996
88
$6.9M 0.29%
95,216
89
$6.47M 0.27%
139,100
90
$6.29M 0.27%
130,000
91
$6.22M 0.26%
525,226
+10,600
92
$5.93M 0.25%
113,350
+10,000
93
$5.66M 0.24%
128,515
-1,363
94
$5.47M 0.23%
38,250
95
$5.25M 0.22%
115,460
+12,000
96
$5.21M 0.22%
118,507
-4,500
97
$5.09M 0.22%
90,296
-1,000
98
$5.02M 0.21%
64,150
+1,300
99
$4.99M 0.21%
71,894
100
$4.75M 0.2%
57,468
-1,250
2 3
4
5 6