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
$2.05B
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.63M
3
+$1.53M
4
WBA
Walgreens Boots Alliance
WBA
+$1.37M
5
KHC icon
Kraft Heinz
KHC
+$818K

Top Sells

1
+$2.88M
2
+$2.52M
3
+$2.43M
4
HON icon
Honeywell
HON
+$1.96M
5
KO icon
Coca-Cola
KO
+$1.76M

Sector Composition

1 Industrials 18.36%
2 Healthcare 16.98%
3 Consumer Staples 16.46%
4 Technology 16.01%
5 Energy 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.61M 0.37%
103,785
-1,000
77
$7.41M 0.36%
29,117
-2,420
78
$7.33M 0.36%
89,898
-66
79
$6.83M 0.33%
83,100
+2,300
80
$6.36M 0.31%
56,418
81
$6.33M 0.31%
93,940
82
$6.33M 0.31%
37,900
83
$6.17M 0.3%
117,400
-5,000
84
$5.98M 0.29%
99,082
-22,000
85
$5.94M 0.29%
364,014
86
$5.77M 0.28%
178,654
87
$5.52M 0.27%
24,600
88
$5.25M 0.26%
162,804
-1,000
89
$5.04M 0.25%
71,104
90
$5.01M 0.24%
136,800
-600
91
$5.01M 0.24%
116,680
-9,400
92
$4.94M 0.24%
23,720
93
$4.77M 0.23%
79,100
94
$4.66M 0.23%
78,120
95
$4.49M 0.22%
112,500
+5,000
96
$4.48M 0.22%
78,740
-5,000
97
$4.47M 0.22%
78,580
+4,700
98
$4.11M 0.2%
102,291
+38,000
99
$4.08M 0.2%
38,058
100
$3.93M 0.19%
84,100
-2,000
2 3
4
5 6