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
$1.95B
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$3.27M
3
+$1.28M
4
BSX icon
Boston Scientific
BSX
+$864K
5
APTV icon
Aptiv
APTV
+$719K

Top Sells

1
+$7.32M
2
+$6.9M
3
+$4.25M
4
DVN icon
Devon Energy
DVN
+$1.71M
5
ALL icon
Allstate
ALL
+$1.5M

Sector Composition

1 Industrials 18.13%
2 Consumer Staples 16.96%
3 Healthcare 16%
4 Technology 15.47%
5 Energy 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.99M 0.36%
108,583
77
$6.88M 0.35%
93,940
78
$6.88M 0.35%
121,082
-2,500
79
$6.79M 0.35%
122,400
+332
80
$6.76M 0.35%
80,800
81
$6.39M 0.33%
104,785
+4,000
82
$6.38M 0.33%
178,654
83
$6.34M 0.32%
56,418
-1,050
84
$6.33M 0.32%
105,450
+10,300
85
$5.97M 0.31%
163,804
-2,702
86
$5.9M 0.3%
37,900
87
$5.58M 0.29%
126,080
-800
88
$5.57M 0.29%
137,400
89
$5.43M 0.28%
24,600
90
$5.32M 0.27%
364,014
91
$4.92M 0.25%
71,104
92
$4.86M 0.25%
83,740
93
$4.73M 0.24%
107,500
-38,900
94
$4.47M 0.23%
79,100
95
$4.36M 0.22%
78,120
96
$4.25M 0.22%
55,850
97
$4.03M 0.21%
23,720
98
$3.75M 0.19%
86,100
99
$3.64M 0.19%
37,110
100
$3.61M 0.19%
73,880
+1,800
2 3
4
5 6