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
$2.11B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$1.54M
3
+$1.08M
4
CVX icon
Chevron
CVX
+$931K
5
KHC icon
Kraft Heinz
KHC
+$728K

Top Sells

1
+$6.32M
2
+$4.61M
3
+$3.4M
4
NEM icon
Newmont
NEM
+$2.06M
5
FCX icon
Freeport-McMoran
FCX
+$2.06M

Sector Composition

1 Consumer Staples 19.76%
2 Healthcare 18.22%
3 Industrials 17.34%
4 Technology 12.47%
5 Energy 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.23M 0.2%
111,580
102
$4.16M 0.2%
49,308
103
$4.14M 0.2%
92,090
104
$3.82M 0.18%
39,730
105
$3.66M 0.17%
85,160
+337
106
$3.58M 0.17%
98,660
107
$3.24M 0.15%
90,174
108
$3.12M 0.15%
44,892
109
$3.08M 0.15%
30,899
110
$3.01M 0.14%
26,700
111
$3M 0.14%
67,359
112
$2.87M 0.14%
55,421
-388
113
$2.69M 0.13%
10,000
114
$2.47M 0.12%
48,143
-3,960
115
$2.47M 0.12%
74,210
+2,233
116
$2.42M 0.11%
76,238
-12,360
117
$2.42M 0.11%
47,882
+320
118
$2.29M 0.11%
55,625
119
$1.93M 0.09%
13,220
120
$1.89M 0.09%
24,100
121
$1.86M 0.09%
29,600
122
$1.84M 0.09%
17,511
123
$1.55M 0.07%
46,363
-4,259
124
$1.54M 0.07%
+50,710
125
$1.5M 0.07%
19,320
3 4
5
6 7