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
$2.85B
AUM Growth
+$283M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$9.07M
3 +$7.78M
4
MSFT icon
Microsoft
MSFT
+$6.07M
5
V icon
Visa
V
+$6M

Top Sells

1 +$9.3M
2 +$5.09M
3 +$4.13M
4
FCX icon
Freeport-McMoran
FCX
+$4.02M
5
HON icon
Honeywell
HON
+$3.98M

Sector Composition

1 Technology 22.25%
2 Industrials 17.1%
3 Healthcare 14.62%
4 Consumer Staples 14.39%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$9.97M 0.35%
78,340
-6,335
77
$9.88M 0.35%
73,362
-2,833
78
$9.4M 0.33%
97,207
-20,493
79
$9.33M 0.33%
52,675
+1,745
80
$9.22M 0.32%
38,068
-4,680
81
$9.15M 0.32%
21,900
82
$8.82M 0.31%
246,105
-13,128
83
$8.67M 0.3%
132,724
-77,955
84
$8.53M 0.3%
93,388
-110
85
$7.86M 0.28%
34,500
86
$7.72M 0.27%
197,884
-16,542
87
$7.46M 0.26%
106,680
88
$7.46M 0.26%
246,894
-9,200
89
$7.39M 0.26%
127,115
-31,110
90
$7.16M 0.25%
54,260
-2,780
91
$7M 0.25%
110,695
-65,332
92
$6.9M 0.24%
243,580
-1,220
93
$6.51M 0.23%
39,872
94
$6.32M 0.22%
27,450
95
$6.27M 0.22%
68,434
+12,936
96
$6.13M 0.21%
71,139
-15
97
$6.11M 0.21%
106,700
98
$5.76M 0.2%
47,068
-3,193
99
$5.26M 0.18%
95,982
-23,870
100
$5.19M 0.18%
+31,643