MHC

Meyer Handelman Company Portfolio holdings

AUM $3.16B
1-Year Est. Return 17.29%
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1 +$53.7M
2 +$4.19M
3 +$2.14M
4
CI icon
Cigna
CI
+$1.96M
5
SLB icon
SLB Ltd
SLB
+$1.78M

Top Sells

1 +$44.1M
2 +$12.8M
3 +$12.4M
4
HD icon
Home Depot
HD
+$11.2M
5
MCD icon
McDonald's
MCD
+$10.3M

Sector Composition

1 Industrials 19.12%
2 Consumer Staples 16.46%
3 Healthcare 15.77%
4 Technology 14.01%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$4.43M 0.2%
23,720
+10,500
102
$4.07M 0.19%
91,191
-91,093
103
$3.69M 0.17%
96,925
104
$3.65M 0.17%
67,944
+6,044
105
$3.6M 0.16%
49,521
+600
106
$3.51M 0.16%
76,847
+4,633
107
$3.51M 0.16%
72,797
-1,569
108
$3.51M 0.16%
74,121
109
$3.46M 0.16%
30,454
-445
110
$3.42M 0.16%
22,309
+223
111
$3.38M 0.15%
37,410
-7,482
112
$3.34M 0.15%
39,058
-8,725
113
$3.27M 0.15%
26,700
114
$3.2M 0.15%
43,046
-635
115
$2.96M 0.14%
15,838
+8,238
116
$2.84M 0.13%
28,781
+3,420
117
$2.82M 0.13%
65,968
-1,391
118
$2.7M 0.12%
43,050
119
$2.68M 0.12%
22,330
-1,700
120
$2.37M 0.11%
46,782
121
$2.33M 0.11%
22,124
+6,124
122
$2.26M 0.1%
29,425
123
$2.14M 0.1%
+55,475
124
$1.96M 0.09%
16,900
-1,500
125
$1.66M 0.08%
9,680
+2,080