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
$1.92B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$921K
3
+$914K
4
WAB icon
Wabtec
WAB
+$853K
5
KO icon
Coca-Cola
KO
+$554K

Top Sells

1
+$2.75M
2
+$1.38M
3
+$1.31M
4
BA icon
Boeing
BA
+$880K
5
MSFT icon
Microsoft
MSFT
+$790K

Sector Composition

1 Industrials 18.57%
2 Consumer Staples 17.38%
3 Healthcare 16.33%
4 Technology 15.75%
5 Energy 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.65M 0.19%
81,800
-800
102
$3.51M 0.18%
26,600
103
$3.49M 0.18%
30,393
104
$3.32M 0.17%
43,050
105
$3.13M 0.16%
112,500
106
$3.1M 0.16%
60,000
107
$3.06M 0.16%
25,996
+535
108
$3.02M 0.16%
48,486
109
$2.96M 0.15%
19,664
110
$2.79M 0.14%
66,562
111
$2.54M 0.13%
60,000
112
$2.46M 0.13%
13,484
+1,200
113
$2.32M 0.12%
16,407
114
$2.24M 0.12%
13,500
115
$2.23M 0.12%
65,000
-5,000
116
$2.16M 0.11%
28,350
117
$2.13M 0.11%
19,580
118
$2.08M 0.11%
48,711
119
$1.95M 0.1%
25,314
120
$1.93M 0.1%
29,325
121
$1.88M 0.1%
92,495
-9,135
122
$1.78M 0.09%
35,507
-1,600
123
$1.65M 0.09%
36,246
124
$1.54M 0.08%
48,082
125
$1.54M 0.08%
18,631
3 4
5
6 7