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
$2.33B
AUM Growth
-$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.45M
3
+$1.18M
4
CRM icon
Salesforce
CRM
+$792K
5
SPGI icon
S&P Global
SPGI
+$790K

Top Sells

1
+$2.72M
2
+$1.76M
3
+$1.45M
4
CVX icon
Chevron
CVX
+$1.28M
5
MDT icon
Medtronic
MDT
+$1.2M

Sector Composition

1 Technology 20.09%
2 Healthcare 18.25%
3 Consumer Staples 16.8%
4 Industrials 14.97%
5 Energy 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.22M 0.35%
83,926
-800
77
$8.19M 0.35%
108,480
-800
78
$8.18M 0.35%
78,382
-4,466
79
$7.76M 0.33%
109,762
+1,600
80
$7.74M 0.33%
183,621
-374
81
$7.64M 0.33%
38,810
+1,150
82
$7.61M 0.33%
113,636
83
$7.57M 0.32%
361,131
-129,754
84
$7.13M 0.31%
251,561
-20,182
85
$7.13M 0.31%
127,675
+9,890
86
$7.02M 0.3%
91,898
87
$6.88M 0.3%
71,704
-200
88
$6.53M 0.28%
22,000
89
$6.33M 0.27%
24,008
90
$6.24M 0.27%
277,700
-23,900
91
$6.15M 0.26%
161,260
-5,875
92
$5.93M 0.25%
123,370
-5,980
93
$5.73M 0.25%
34,715
+4,800
94
$5.61M 0.24%
157,425
-1,400
95
$5.56M 0.24%
39,375
+2,820
96
$5.48M 0.24%
55,498
-400
97
$5.33M 0.23%
92,400
-1,200
98
$5.24M 0.22%
49,855
+1,610
99
$5.17M 0.22%
68,796
-1,100
100
$4.8M 0.21%
63,166
-180
2 3
4
5 6