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
$2.09B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1 +$6.88M
2 +$476K
3 +$401K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$367K
5
BAC icon
Bank of America
BAC
+$337K

Top Sells

1 +$38.7M
2 +$19.8M
3 +$16.2M
4
DD icon
DuPont de Nemours
DD
+$12.1M
5
CAT icon
Caterpillar
CAT
+$12M

Sector Composition

1 Industrials 19.47%
2 Consumer Staples 17.69%
3 Healthcare 15.21%
4 Technology 14.25%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$4.11M 0.2%
78,620
-49,400
102
$3.89M 0.19%
67,680
-264
103
$3.78M 0.18%
72,012
-785
104
$3.71M 0.18%
37,410
105
$3.69M 0.18%
49,521
106
$3.64M 0.17%
55,850
-55,000
107
$3.63M 0.17%
76,536
-311
108
$3.62M 0.17%
26,700
109
$3.57M 0.17%
74,121
110
$3.54M 0.17%
30,232
-222
111
$3.3M 0.16%
54,559
-14,161
112
$3.25M 0.16%
65,968
113
$3.24M 0.16%
38,358
-700
114
$3.12M 0.15%
28,993
+212
115
$3M 0.14%
15,962
+124
116
$2.99M 0.14%
19,282
-3,027
117
$2.86M 0.14%
43,050
118
$2.66M 0.13%
22,330
119
$2.51M 0.12%
30,598
-12,448
120
$2.33M 0.11%
20,450
-1,674
121
$2.27M 0.11%
16,900
122
$2.15M 0.1%
29,425
123
$2.12M 0.1%
47,822
+1,040
124
$1.91M 0.09%
49,396
125
$1.73M 0.08%
9,824
+144