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
$1.92B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$921K
3 +$914K
4
WAB icon
Wabtec
WAB
+$853K
5
KO icon
Coca-Cola
KO
+$554K

Top Sells

1 +$2.75M
2 +$1.38M
3 +$1.31M
4
BA icon
Boeing
BA
+$880K
5
MSFT icon
Microsoft
MSFT
+$790K

Sector Composition

1 Industrials 18.57%
2 Consumer Staples 17.38%
3 Healthcare 16.33%
4 Technology 15.75%
5 Energy 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$5.97M 0.31%
111,153
+100
77
$5.89M 0.31%
115,872
78
$5.87M 0.31%
71,104
79
$5.47M 0.28%
116,680
80
$5.46M 0.28%
97,482
81
$5.43M 0.28%
56,218
82
$5.34M 0.28%
76,594
83
$5.31M 0.28%
83,100
84
$5.21M 0.27%
116,291
+3,000
85
$5.18M 0.27%
271,914
-72,500
86
$5.03M 0.26%
156,300
+7,800
87
$4.88M 0.25%
79,208
-200
88
$4.82M 0.25%
24,600
89
$4.7M 0.24%
38,058
90
$4.66M 0.24%
79,100
91
$4.63M 0.24%
78,840
92
$4.47M 0.23%
281,514
-82,500
93
$4.41M 0.23%
26,955
94
$4.37M 0.23%
121,600
95
$4.35M 0.23%
17,842
-11,275
96
$4.35M 0.23%
87,400
+500
97
$4.15M 0.22%
160,723
-1,000
98
$4.08M 0.21%
93,940
99
$3.87M 0.2%
69,121
100
$3.79M 0.2%
34,560