MHC

Meyer Handelman Company Portfolio holdings

AUM $3.19B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.16B
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$1.09M
3 +$534K
4
APC
Anadarko Petroleum
APC
+$466K
5
AAPL icon
Apple
AAPL
+$272K

Top Sells

1 +$2.12M
2 +$1.72M
3 +$1.01M
4
PEP icon
PepsiCo
PEP
+$851K
5
VZ icon
Verizon
VZ
+$743K

Sector Composition

1 Consumer Staples 20.23%
2 Industrials 17.78%
3 Healthcare 16.72%
4 Technology 12.78%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$4.14M 0.19%
39,230
-500
102
$3.92M 0.18%
132,000
103
$3.85M 0.18%
92,090
104
$3.6M 0.17%
86,162
-4,012
105
$3.55M 0.16%
49,308
106
$3.33M 0.15%
85,160
107
$3.23M 0.15%
67,359
108
$3.2M 0.15%
30,899
109
$3.12M 0.14%
26,700
110
$2.89M 0.13%
48,143
111
$2.76M 0.13%
44,892
112
$2.7M 0.12%
98,660
113
$2.66M 0.12%
73,019
-1,191
114
$2.39M 0.11%
47,154
-728
115
$2.33M 0.11%
10,000
116
$2.31M 0.11%
55,421
117
$2.25M 0.1%
54,625
-1,000
118
$1.97M 0.09%
19,811
+2,300
119
$1.92M 0.09%
24,100
120
$1.91M 0.09%
76,238
121
$1.88M 0.09%
29,600
122
$1.81M 0.08%
13,220
123
$1.56M 0.07%
72,300
124
$1.48M 0.07%
19,320
125
$1.45M 0.07%
50,710