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
$1.82B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$82.1M
2
+$72.6M
3
+$70.9M
4
KMB icon
Kimberly-Clark
KMB
+$60.8M
5
XOM icon
Exxon Mobil
XOM
+$60.3M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 18.95%
2 Industrials 17.18%
3 Healthcare 15.75%
4 Technology 11.92%
5 Energy 11.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3M 0.17%
+86,100
102
$2.96M 0.16%
+60,268
103
$2.96M 0.16%
+50,178
104
$2.62M 0.14%
+92,297
105
$2.57M 0.14%
+41,175
106
$2.44M 0.13%
+99,782
107
$2.38M 0.13%
+61,551
108
$2.31M 0.13%
+96,308
109
$2.3M 0.13%
+31,657
110
$2.2M 0.12%
+28,528
111
$2.16M 0.12%
+27,075
112
$2.08M 0.11%
+50,610
113
$1.61M 0.09%
+33,523
114
$1.43M 0.08%
+70,000
115
$1.39M 0.08%
+20,938
116
$1.37M 0.08%
+46,658
117
$1.28M 0.07%
+92,000
118
$1.22M 0.07%
+34,660
119
$1.22M 0.07%
+30,100
120
$1.16M 0.06%
+42,900
121
$1.11M 0.06%
+19,163
122
$995K 0.05%
+13,720
123
$973K 0.05%
+18,499
124
$915K 0.05%
+62,300
125
$882K 0.05%
+13,961
3 4
5
6 7