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
$2.16B
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.15M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$654K
5
BP icon
BP
BP
+$611K

Top Sells

1
+$1.58M
2
+$1.53M
3
+$1.44M
4
CVX icon
Chevron
CVX
+$1.32M
5
TT icon
Trane Technologies
TT
+$1.08M

Sector Composition

1 Industrials 17.29%
2 Consumer Staples 17.23%
3 Healthcare 16.44%
4 Technology 12.25%
5 Energy 11.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.77M 0.17%
92,190
102
$3.63M 0.17%
58,308
-1,960
103
$3.31M 0.15%
41,334
+1,569
104
$3.19M 0.15%
31,657
105
$3.12M 0.14%
96,350
106
$2.91M 0.13%
90,181
+1,000
107
$2.83M 0.13%
42,362
+120
108
$2.77M 0.13%
57,288
-2,089
109
$2.68M 0.12%
54,193
+10,547
110
$2.65M 0.12%
28,200
111
$2.64M 0.12%
26,500
-400
112
$2.38M 0.11%
50,610
113
$2.35M 0.11%
67,393
-10,647
114
$2.3M 0.11%
67,359
-23,440
115
$1.95M 0.09%
120,000
+28,000
116
$1.95M 0.09%
19,700
117
$1.93M 0.09%
41,039
+1,466
118
$1.72M 0.08%
62,300
119
$1.68M 0.08%
30,100
120
$1.61M 0.07%
70,000
121
$1.3M 0.06%
15,161
122
$1.26M 0.06%
18,957
-126
123
$1.26M 0.06%
13,720
124
$1.05M 0.05%
14,652
125
$1.01M 0.05%
13,167
-473
3 4
5
6 7