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
$3.03B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.83M
3
+$2.28M
4
ADBE icon
Adobe
ADBE
+$2.28M
5
META icon
Meta Platforms (Facebook)
META
+$2.28M

Top Sells

1
+$7.72M
2
+$2.85M
3
+$2.5M
4
QCOM icon
Qualcomm
QCOM
+$2.15M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.13M

Sector Composition

1 Technology 24.63%
2 Industrials 17.9%
3 Consumer Staples 12.74%
4 Healthcare 12.56%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.95M 0.3%
31,733
-55
77
$8.84M 0.29%
42,206
-2,325
78
$8.75M 0.29%
88,376
-14,369
79
$8.69M 0.29%
22,460
+5,900
80
$8.6M 0.28%
117,565
-3,675
81
$8.39M 0.28%
30,761
-929
82
$8.23M 0.27%
69,730
-842
83
$8.11M 0.27%
2,185
+40
84
$8.11M 0.27%
173,126
-2,368
85
$8.02M 0.26%
47,555
+13,537
86
$7.94M 0.26%
64,786
+4,093
87
$7.9M 0.26%
86,198
-475
88
$7.54M 0.25%
91,111
+5,806
89
$6.96M 0.23%
79,792
-15,610
90
$6.9M 0.23%
86,700
91
$6.87M 0.23%
66,186
-1,545
92
$6.87M 0.23%
95,714
+27,378
93
$6.7M 0.22%
38,171
+5,888
94
$5.99M 0.2%
22,400
95
$5.88M 0.19%
205,012
-23,508
96
$5.78M 0.19%
13,741
97
$5.29M 0.17%
90,225
+693
98
$5.12M 0.17%
209,444
-9,700
99
$4.99M 0.16%
243,890
-27,966
100
$4.98M 0.16%
96,192
-6,880
2 3
4
5 6