MHC

Meyer Handelman Company Portfolio holdings

AUM $3.16B
1-Year Est. Return 17.29%
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$53.7M
2
+$4.19M
3
+$2.14M
4
CI icon
Cigna
CI
+$1.96M
5
SLB icon
SLB Ltd
SLB
+$1.78M

Top Sells

1
+$44.1M
2
+$12.8M
3
+$12.4M
4
HD icon
Home Depot
HD
+$11.2M
5
MCD icon
McDonald's
MCD
+$10.3M

Sector Composition

1 Industrials 19.12%
2 Consumer Staples 16.46%
3 Healthcare 15.77%
4 Technology 14.01%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8M 0.37%
569,503
-28,634
77
$7.98M 0.36%
142,400
-105,000
78
$7.86M 0.36%
214,100
-71,500
79
$7.49M 0.34%
155,840
+25,840
80
$7.48M 0.34%
72,978
-349
81
$7.36M 0.34%
175,774
-222
82
$7.33M 0.33%
540,226
+15,000
83
$7.19M 0.33%
489,014
-123,795
84
$7.06M 0.32%
150,700
-3,700
85
$7.05M 0.32%
92,762
-117,159
86
$6.79M 0.31%
115,872
87
$6.77M 0.31%
139,100
88
$6.76M 0.31%
135,107
+16,600
89
$6.57M 0.3%
126,880
90
$6.54M 0.3%
110,850
-2,500
91
$6.25M 0.29%
133,286
+4,771
92
$6.14M 0.28%
128,020
+12,560
93
$5.85M 0.27%
38,700
+450
94
$5.7M 0.26%
167,544
-175,272
95
$5.35M 0.24%
100,321
+10,881
96
$5.26M 0.24%
57,468
97
$5.05M 0.23%
71,894
98
$5.03M 0.23%
88,158
-2,138
99
$5.03M 0.23%
65,100
+950
100
$4.47M 0.2%
86,100
-9,831
2 3
4
5 6