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
$1.95B
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$3.27M
3
+$1.28M
4
BSX icon
Boston Scientific
BSX
+$864K
5
APTV icon
Aptiv
APTV
+$719K

Top Sells

1
+$7.32M
2
+$6.9M
3
+$4.25M
4
DVN icon
Devon Energy
DVN
+$1.71M
5
ALL icon
Allstate
ALL
+$1.5M

Sector Composition

1 Industrials 18.13%
2 Consumer Staples 16.96%
3 Healthcare 16%
4 Technology 15.47%
5 Energy 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.53M 0.18%
+60,000
102
$3.52M 0.18%
54,559
103
$3.39M 0.17%
74,121
104
$3.34M 0.17%
49,871
+350
105
$3.3M 0.17%
69,558
106
$3.25M 0.17%
26,600
-100
107
$3.25M 0.17%
38,058
108
$3.19M 0.16%
30,393
+400
109
$2.97M 0.15%
27,438
110
$2.78M 0.14%
43,050
111
$2.77M 0.14%
16,416
-2,000
112
$2.73M 0.14%
64,291
-1,677
113
$2.66M 0.14%
60,000
-95,936
114
$2.6M 0.13%
19,664
-786
115
$2.39M 0.12%
16,900
116
$2.39M 0.12%
12,362
-3,600
117
$2.37M 0.12%
22,330
118
$2.27M 0.12%
70,000
-10,000
119
$2.14M 0.11%
50,901
-25,635
120
$2.1M 0.11%
29,425
121
$2.05M 0.11%
40,749
-3,873
122
$1.93M 0.1%
16,567
123
$1.87M 0.1%
23,243
-4,261
124
$1.72M 0.09%
8,832
-992
125
$1.69M 0.09%
18,631
3 4
5
6 7