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
$1.97B
AUM Growth
-$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.63M
3
+$2.29M
4
QCOM icon
Qualcomm
QCOM
+$1.26M
5
UPS icon
United Parcel Service
UPS
+$1.17M

Top Sells

1
+$16.7M
2
+$9.36M
3
+$4.41M
4
DD
Du Pont De Nemours E I
DD
+$1.52M
5
BMY icon
Bristol-Myers Squibb
BMY
+$580K

Sector Composition

1 Consumer Staples 19.7%
2 Healthcare 17.91%
3 Industrials 17.03%
4 Technology 12.66%
5 Energy 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.89M 0.2%
60,873
+4,000
102
$3.7M 0.19%
92,090
103
$3.56M 0.18%
84,823
104
$3.4M 0.17%
59,400
105
$3.4M 0.17%
133,000
106
$3.39M 0.17%
111,580
-145,120
107
$3.33M 0.17%
44,892
108
$3.19M 0.16%
90,174
109
$3.16M 0.16%
67,359
110
$2.82M 0.14%
30,899
-206
111
$2.79M 0.14%
88,598
112
$2.77M 0.14%
55,809
113
$2.72M 0.14%
52,103
114
$2.66M 0.13%
26,700
115
$2.47M 0.13%
71,977
+1,133
116
$2.4M 0.12%
55,625
117
$2.29M 0.12%
47,562
+320
118
$2.29M 0.12%
+10,000
119
$2.13M 0.11%
24,100
120
$2.03M 0.1%
61,400
+3,000
121
$1.81M 0.09%
29,600
122
$1.79M 0.09%
17,511
+1,550
123
$1.78M 0.09%
13,220
124
$1.44M 0.07%
50,622
-10,535
125
$1.44M 0.07%
72,300
3 4
5
6 7