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
$2.23B
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.49M
3
+$1.41M
4
OXY icon
Occidental Petroleum
OXY
+$1.33M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.18M

Top Sells

1
+$3.6M
2
+$1.51M
3
+$472K
4
PG icon
Procter & Gamble
PG
+$319K
5
PEP icon
PepsiCo
PEP
+$286K

Sector Composition

1 Consumer Staples 18.05%
2 Healthcare 17.91%
3 Industrials 16.97%
4 Technology 12.5%
5 Energy 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.06M 0.18%
53,250
+10,000
102
$3.99M 0.18%
55,659
+300
103
$3.95M 0.18%
57,308
-1,000
104
$3.71M 0.17%
76,857
+12,566
105
$3.51M 0.16%
90,482
106
$3.42M 0.15%
31,105
107
$3.24M 0.15%
90,174
-7
108
$3.06M 0.14%
25,700
109
$2.93M 0.13%
54,109
110
$2.86M 0.13%
67,359
111
$2.85M 0.13%
138,200
-4,000
112
$2.84M 0.13%
26,800
-1,400
113
$2.67M 0.12%
50,610
114
$2.56M 0.11%
57,300
115
$2.54M 0.11%
+55,915
116
$2.36M 0.11%
44,202
+640
117
$2.05M 0.09%
40,600
+1,000
118
$1.89M 0.09%
122,000
+2,000
119
$1.79M 0.08%
29,600
120
$1.68M 0.08%
70,000
121
$1.57M 0.07%
43,226
-981
122
$1.52M 0.07%
62,300
123
$1.5M 0.07%
15,961
124
$1.49M 0.07%
+36,533
125
$1.44M 0.06%
19,500
3 4
5
6 7