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
$2.57B
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$1.62M
3
+$1.57M
4
META icon
Meta Platforms (Facebook)
META
+$1.06M
5
VLTO icon
Veralto
VLTO
+$1.04M

Top Sells

1
+$20.9M
2
+$17.1M
3
+$7.57M
4
PG icon
Procter & Gamble
PG
+$7.55M
5
MRK icon
Merck
MRK
+$4.02M

Sector Composition

1 Technology 22.37%
2 Industrials 17.81%
3 Healthcare 14.46%
4 Consumer Staples 14.43%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.22M 0.36%
35,030
+70
77
$9.09M 0.35%
158,225
-100
78
$9.05M 0.35%
176,027
-39,699
79
$8.98M 0.35%
93,498
-19
80
$8.97M 0.35%
232,088
81
$8.77M 0.34%
37,923
-11,650
82
$8.45M 0.33%
21,900
83
$7.75M 0.3%
214,426
84
$7.71M 0.3%
256,094
85
$7.25M 0.28%
50,930
+665
86
$6.95M 0.27%
106,680
87
$6.94M 0.27%
57,040
88
$6.58M 0.26%
132,850
-750
89
$6.46M 0.25%
34,500
90
$6.31M 0.25%
48,200
-8,900
91
$6.24M 0.24%
119,852
+400
92
$6.08M 0.24%
168,626
93
$5.97M 0.23%
106,700
-6,936
94
$5.91M 0.23%
13,426
95
$5.91M 0.23%
244,800
96
$5.78M 0.23%
71,154
97
$5.58M 0.22%
151,008
-330
98
$5.39M 0.21%
57,806
-3,300
99
$5.31M 0.21%
39,872
-900
100
$5.23M 0.2%
27,450
2 3
4
5 6