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
$2.35B
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$1.68M
3
+$1.34M
4
DVN icon
Devon Energy
DVN
+$1M
5
INTC icon
Intel
INTC
+$845K

Top Sells

1
+$7.35M
2
+$3.55M
3
+$1.65M
4
BCR
CR Bard Inc.
BCR
+$1.04M
5
TT icon
Trane Technologies
TT
+$651K

Sector Composition

1 Consumer Staples 19.1%
2 Industrials 18.39%
3 Healthcare 15.73%
4 Technology 14.21%
5 Energy 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.29M 0.18%
103,460
102
$4.23M 0.18%
94,992
+944
103
$4.11M 0.17%
92,440
+4,500
104
$4.02M 0.17%
47,783
-250
105
$3.85M 0.16%
22,086
-1,830
106
$3.66M 0.16%
30,899
107
$3.61M 0.15%
61,900
+6,500
108
$3.55M 0.15%
44,892
109
$3.29M 0.14%
74,121
110
$3.23M 0.14%
75,414
-624
111
$3.22M 0.14%
26,700
112
$3.06M 0.13%
72,592
113
$3.03M 0.13%
50,621
114
$3.02M 0.13%
28,130
-400
115
$2.94M 0.13%
67,359
116
$2.87M 0.12%
96,925
-1,400
117
$2.61M 0.11%
43,050
118
$2.55M 0.11%
54,625
119
$2.51M 0.11%
22,111
120
$2.46M 0.11%
46,782
+160
121
$2.34M 0.1%
29,475
122
$2.32M 0.1%
21,900
-1,200
123
$1.94M 0.08%
13,220
124
$1.74M 0.07%
50,710
125
$1.66M 0.07%
81,982
-12,100
3 4
5
6 7