MHC

Meyer Handelman Company Portfolio holdings

AUM $3.16B
1-Year Est. Return 17.29%
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1 +$2.92M
2 +$1.77M
3 +$1.73M
4
AAPL icon
Apple
AAPL
+$1.62M
5
ITW icon
Illinois Tool Works
ITW
+$1.59M

Top Sells

1 +$2.14M
2 +$1.6M
3 +$1.12M
4
WMT icon
Walmart
WMT
+$989K
5
MDLZ icon
Mondelez International
MDLZ
+$948K

Sector Composition

1 Technology 20.11%
2 Industrials 18.31%
3 Consumer Staples 17.57%
4 Healthcare 15.96%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$6.53M 0.3%
96,712
-11,975
77
$6.49M 0.29%
24,600
78
$6.29M 0.28%
255,614
+3,400
79
$6.21M 0.28%
36,808
-650
80
$6.06M 0.27%
103,080
-1,200
81
$6.04M 0.27%
174,278
-8,300
82
$5.92M 0.27%
122,450
+6,300
83
$5.91M 0.27%
71,004
84
$5.89M 0.27%
33,350
85
$5.76M 0.26%
31,793
+1,000
86
$5.7M 0.26%
151,225
-5,000
87
$5.57M 0.25%
104,698
-21,000
88
$5.48M 0.25%
171,236
-1,500
89
$5.44M 0.25%
135,957
-674
90
$5.29M 0.24%
175,184
+30,616
91
$5.11M 0.23%
270,200
+6,000
92
$5.1M 0.23%
127,950
-13,097
93
$5M 0.23%
24,035
94
$4.98M 0.23%
228,130
-23,667
95
$4.92M 0.22%
59,398
96
$4.77M 0.22%
74,808
97
$4.67M 0.21%
21,364
+1,700
98
$4.41M 0.2%
64,402
+2,760
99
$4.37M 0.2%
17,899
+57
100
$4.18M 0.19%
27,974
+1,978