MHC

Meyer Handelman Company Portfolio holdings

AUM $3.19B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.88M
3
+$2.72M
4
SOLV icon
Solventum
SOLV
+$2.53M
5
VZ icon
Verizon
VZ
+$2.22M

Top Sells

1
+$9.16M
2
+$4.73M
3
+$4.41M
4
MMM icon
3M
MMM
+$3.54M
5
TT icon
Trane Technologies
TT
+$2.24M

Sector Composition

1 Technology 23.68%
2 Industrials 16.95%
3 Healthcare 14.3%
4 Consumer Staples 14.21%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9M 0.32%
266,549
-1,400
77
$8.89M 0.31%
77,760
-580
78
$8.62M 0.3%
246,044
-850
79
$8.56M 0.3%
72,462
-900
80
$8.54M 0.3%
128,477
-4,247
81
$8.03M 0.28%
186,094
-11,790
82
$7.99M 0.28%
34,500
83
$7.98M 0.28%
126,440
-675
84
$7.93M 0.28%
79,150
-18,057
85
$7.79M 0.27%
52,645
-30
86
$7.71M 0.27%
130,515
-475
87
$7.33M 0.26%
91,812
-17,636
88
$7.26M 0.26%
+42,304
89
$7.17M 0.25%
92,093
-1,295
90
$6.87M 0.24%
239,580
-4,000
91
$6.75M 0.24%
106,680
92
$6.51M 0.23%
64,234
-4,200
93
$6.36M 0.22%
38,523
+6,880
94
$6.15M 0.22%
106,700
95
$6M 0.21%
68,419
-2,720
96
$5.61M 0.2%
39,772
-100
97
$5.57M 0.2%
27,400
-50
98
$5.3M 0.19%
13,741
-80
99
$5.23M 0.18%
48,190
-6,070
100
$5.18M 0.18%
81,561
-29,134
2 3
4
5 6