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
$2.39B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$874K
3
+$618K
4
DE icon
Deere & Co
DE
+$332K
5
AAPL icon
Apple
AAPL
+$307K

Top Sells

1
+$4.73M
2
+$3.89M
3
+$3.48M
4
PEP icon
PepsiCo
PEP
+$3.42M
5
TT icon
Trane Technologies
TT
+$3.29M

Sector Composition

1 Technology 18.43%
2 Healthcare 17.55%
3 Industrials 16.74%
4 Consumer Staples 16.62%
5 Energy 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.02M 0.38%
107,580
-100
77
$8.79M 0.37%
42,285
+1,345
78
$8.57M 0.36%
109,452
-400
79
$8M 0.33%
76,029
-7,897
80
$7.6M 0.32%
113,636
81
$7.55M 0.32%
22,000
82
$7.2M 0.3%
426,345
-6,301
83
$7.16M 0.3%
183,034
84
$6.98M 0.29%
257,900
-4,800
85
$6.89M 0.29%
54,045
+1,850
86
$6.86M 0.29%
77,780
87
$6.79M 0.28%
71,554
-150
88
$6.74M 0.28%
250,894
89
$6.53M 0.27%
122,102
-6,400
90
$6.46M 0.27%
156,625
-800
91
$6.46M 0.27%
158,603
-857
92
$6.27M 0.26%
340,843
-20,166
93
$6.18M 0.26%
41,455
+30
94
$6.01M 0.25%
105,835
-15,000
95
$5.95M 0.25%
170,254
-5,377
96
$5.62M 0.23%
55,498
97
$5.31M 0.22%
68,696
-100
98
$5.2M 0.22%
61,106
-2,060
99
$5.15M 0.22%
27,450
100
$5.1M 0.21%
34,500
2 3
4
5 6