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
$1.97B
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$681K
3
+$573K
4
C icon
Citigroup
C
+$499K
5
SYY icon
Sysco
SYY
+$470K

Top Sells

1
+$3.38M
2
+$2.73M
3
+$2.11M
4
AAPL icon
Apple
AAPL
+$1.86M
5
MDLZ icon
Mondelez International
MDLZ
+$1.8M

Sector Composition

1 Technology 19.94%
2 Consumer Staples 19.13%
3 Healthcare 16.9%
4 Industrials 16.85%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.81M 0.3%
79,300
-1,400
77
$5.8M 0.3%
71,004
78
$5.64M 0.29%
125,698
-5,500
79
$5.62M 0.29%
116,150
-2,000
80
$5.54M 0.28%
37,458
-400
81
$5.47M 0.28%
182,578
-4,000
82
$5.25M 0.27%
33,350
+700
83
$5.07M 0.26%
141,047
-1,700
84
$5.04M 0.26%
172,736
-4,000
85
$4.94M 0.25%
24,600
86
$4.79M 0.24%
252,214
-12,500
87
$4.77M 0.24%
156,225
+475
88
$4.49M 0.23%
136,631
+1,500
89
$4.45M 0.23%
59,398
-400
90
$4.43M 0.23%
74,808
91
$4.29M 0.22%
99,506
+11,565
92
$4.07M 0.21%
24,035
93
$4.05M 0.21%
17,842
94
$3.93M 0.2%
19,664
95
$3.92M 0.2%
251,797
-7,600
96
$3.82M 0.19%
30,793
97
$3.75M 0.19%
54,321
-4,000
98
$3.62M 0.18%
37,392
99
$3.58M 0.18%
124,043
-60,658
100
$3.46M 0.18%
34,560
2 3
4
5 6