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
$2.61B
AUM Growth
-$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.74M
3
+$1.68M
4
NVDA icon
NVIDIA
NVDA
+$1.48M
5
VZ icon
Verizon
VZ
+$1.23M

Top Sells

1
+$1.81M
2
+$1.56M
3
+$1.4M
4
PG icon
Procter & Gamble
PG
+$1.13M
5
MPC icon
Marathon Petroleum
MPC
+$1.05M

Sector Composition

1 Technology 21.34%
2 Healthcare 16.65%
3 Industrials 15.97%
4 Consumer Staples 15.27%
5 Energy 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.29M 0.36%
256,014
77
$8.76M 0.34%
490,885
-7,998
78
$8.48M 0.33%
183,995
+1,500
79
$8.36M 0.32%
91,898
+500
80
$8.35M 0.32%
37,660
+4,650
81
$8.32M 0.32%
108,162
+2,250
82
$8.25M 0.32%
137,656
+2,000
83
$7.99M 0.31%
271,743
-12,156
84
$7.76M 0.3%
36,555
+5,545
85
$7.57M 0.29%
301,600
-5,000
86
$7.4M 0.28%
109,280
-800
87
$7.29M 0.28%
158,825
+200
88
$7.26M 0.28%
22,000
-500
89
$7.17M 0.28%
71,904
+900
90
$7.13M 0.27%
117,785
+28,760
91
$6.88M 0.26%
113,636
92
$6.58M 0.25%
167,135
93
$6.45M 0.25%
34,500
+40
94
$6.35M 0.24%
29,915
+7,925
95
$6.27M 0.24%
93,600
-700
96
$6.17M 0.24%
48,245
+16,316
97
$6.03M 0.23%
145,930
-16,850
98
$5.88M 0.23%
69,896
+1,200
99
$5.76M 0.22%
129,350
100
$5.75M 0.22%
24,008
-259
2 3
4
5 6