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
$2.53B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.16M
3
+$1.96M
4
CRM icon
Salesforce
CRM
+$1.44M
5
VZ icon
Verizon
VZ
+$1.22M

Top Sells

1
+$2M
2
+$1.34M
3
+$1.17M
4
COP icon
ConocoPhillips
COP
+$1.13M
5
CAT icon
Caterpillar
CAT
+$903K

Sector Composition

1 Technology 20.57%
2 Industrials 18.6%
3 Consumer Staples 15.59%
4 Healthcare 15.28%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.88M 0.35%
23,400
77
$8.66M 0.34%
105,912
+350
78
$8.4M 0.33%
36,608
79
$7.83M 0.31%
192,112
+7,000
80
$7.78M 0.31%
294,340
-18,848
81
$7.66M 0.3%
157,625
+700
82
$7.58M 0.3%
251,214
+1,200
83
$7.58M 0.3%
236,680
-1,000
84
$7.41M 0.29%
30,650
-3,000
85
$7.29M 0.29%
119,723
-18,534
86
$7.08M 0.28%
176,531
-2,460
87
$7M 0.28%
115,872
88
$6.83M 0.27%
29,194
+2,300
89
$6.77M 0.27%
111,080
90
$6.71M 0.27%
290,200
+6,000
91
$6.56M 0.26%
124,750
-3,600
92
$6.2M 0.25%
35,293
93
$6.01M 0.24%
71,004
94
$5.83M 0.23%
63,542
95
$5.8M 0.23%
127,250
96
$5.75M 0.23%
24,267
97
$5.71M 0.23%
34,560
98
$5.54M 0.22%
55,898
-917
99
$5.23M 0.21%
21,412
+5,910
100
$5.11M 0.2%
86,300
2 3
4
5 6