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
$1.88B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$3.46M
3
+$2.16M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.18M
5
WFC icon
Wells Fargo
WFC
+$981K

Top Sells

1
+$3.38M
2
+$3.24M
3
+$1.6M
4
AAPL icon
Apple
AAPL
+$1.54M
5
AMGN icon
Amgen
AMGN
+$1.08M

Sector Composition

1 Technology 19.86%
2 Consumer Staples 18.7%
3 Healthcare 17.48%
4 Industrials 16.02%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.95M 0.32%
186,578
+5,300
77
$5.86M 0.31%
118,150
78
$5.75M 0.31%
497,162
-4,000
79
$5.72M 0.31%
80,700
80
$5.68M 0.3%
135,131
81
$5.66M 0.3%
71,004
82
$5.64M 0.3%
76,592
83
$5.43M 0.29%
131,198
84
$5.38M 0.29%
176,736
85
$4.95M 0.26%
184,701
-15,360
86
$4.86M 0.26%
24,600
87
$4.77M 0.25%
259,397
-5,200
88
$4.61M 0.25%
264,714
-200
89
$4.51M 0.24%
24,035
90
$4.49M 0.24%
87,941
+42,339
91
$4.38M 0.23%
74,808
92
$4.19M 0.22%
59,798
-400
93
$4.17M 0.22%
17,842
94
$4.15M 0.22%
57,747
95
$3.92M 0.21%
32,650
+4,300
96
$3.8M 0.2%
19,664
97
$3.65M 0.19%
58,321
-6,200
98
$3.5M 0.19%
269,900
99
$3.46M 0.18%
+155,750
100
$3.43M 0.18%
30,793
+400
2 3
4
5 6