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
$2.37B
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.26M
3
+$957K
4
NEE icon
NextEra Energy
NEE
+$918K
5
OXY icon
Occidental Petroleum
OXY
+$796K

Top Sells

1
+$3.2M
2
+$2.77M
3
+$1.55M
4
PFE icon
Pfizer
PFE
+$1.11M
5
PG icon
Procter & Gamble
PG
+$1.04M

Sector Composition

1 Industrials 18.88%
2 Consumer Staples 18.66%
3 Healthcare 16.19%
4 Technology 13.58%
5 Energy 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.7M 0.2%
95,931
-561
102
$4.46M 0.19%
99,461
+4,469
103
$4.35M 0.18%
89,440
-3,000
104
$3.93M 0.17%
47,783
105
$3.85M 0.16%
30,899
106
$3.78M 0.16%
44,892
107
$3.65M 0.15%
22,086
108
$3.61M 0.15%
61,900
109
$3.4M 0.14%
74,121
110
$3.38M 0.14%
26,700
111
$3.31M 0.14%
74,366
-1,048
112
$3.27M 0.14%
48,921
-1,700
113
$3.23M 0.14%
72,214
-378
114
$3.02M 0.13%
67,359
115
$2.9M 0.12%
+43,681
116
$2.69M 0.11%
25,361
+3,250
117
$2.66M 0.11%
24,030
-4,100
118
$2.64M 0.11%
96,925
119
$2.64M 0.11%
43,050
120
$2.52M 0.11%
46,782
121
$2.37M 0.1%
29,425
-50
122
$2.21M 0.09%
13,220
123
$2M 0.08%
18,400
-3,500
124
$1.83M 0.08%
54,625
125
$1.75M 0.07%
41,500
3 4
5
6 7