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
$2.16B
AUM Growth
-$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.37M
3
+$1.12M
4
V icon
Visa
V
+$378K
5
SPGI icon
S&P Global
SPGI
+$339K

Top Sells

1
+$4.16M
2
+$2.17M
3
+$1.3M
4
MPC icon
Marathon Petroleum
MPC
+$1.02M
5
XOM icon
Exxon Mobil
XOM
+$971K

Sector Composition

1 Technology 19.8%
2 Healthcare 17.99%
3 Consumer Staples 16.39%
4 Industrials 15.47%
5 Energy 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.74M 0.36%
91,898
77
$7.53M 0.35%
83,926
78
$7.45M 0.34%
302,449
79
$7.44M 0.34%
77,780
80
$7.43M 0.34%
113,636
81
$7.27M 0.34%
40,940
+2,130
82
$7.01M 0.32%
109,852
+90
83
$6.79M 0.31%
183,034
-587
84
$6.66M 0.31%
24,008
85
$6.45M 0.3%
22,000
86
$6.25M 0.29%
250,894
87
$6.2M 0.29%
71,704
88
$6.15M 0.28%
41,425
+2,050
89
$5.93M 0.27%
262,700
-15,000
90
$5.69M 0.26%
120,835
-2,535
91
$5.6M 0.26%
157,425
92
$5.54M 0.26%
361,009
-122
93
$5.46M 0.25%
52,195
+2,340
94
$5.32M 0.25%
159,460
-1,800
95
$5.16M 0.24%
68,796
96
$5.01M 0.23%
175,631
-75,930
97
$4.99M 0.23%
34,715
98
$4.99M 0.23%
63,166
99
$4.65M 0.22%
34,500
100
$4.65M 0.22%
77,393
2 3
4
5 6