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
$2.08B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$2.21M
3
+$1.19M
4
NVDA icon
NVIDIA
NVDA
+$711K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$695K

Top Sells

1
+$2.14M
2
+$1.87M
3
+$1.77M
4
SLB icon
SLB Limited
SLB
+$1.32M
5
CTVA icon
Corteva
CTVA
+$1.28M

Sector Composition

1 Consumer Staples 18.49%
2 Industrials 17.77%
3 Technology 17.01%
4 Healthcare 16.69%
5 Energy 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.77M 0.18%
60,000
102
$3.73M 0.18%
93,691
103
$3.69M 0.18%
19,664
104
$3.67M 0.18%
39,750
-3,290
105
$3.64M 0.17%
26,600
106
$3.64M 0.17%
45,602
-990
107
$3.63M 0.17%
28,350
108
$3.15M 0.15%
61,642
109
$3.1M 0.15%
60,000
110
$2.96M 0.14%
97,857
-4,980
111
$2.7M 0.13%
65,445
-45,421
112
$2.69M 0.13%
103,500
-23,500
113
$2.68M 0.13%
12,184
-1,290
114
$2.56M 0.12%
15,908
115
$2.37M 0.11%
13,100
116
$2.29M 0.11%
19,580
117
$2.27M 0.11%
40,500
118
$2.03M 0.1%
39,800
-42,000
119
$2.02M 0.1%
43,993
-2,739
120
$2.02M 0.1%
34,307
-1,200
121
$2M 0.1%
25,314
122
$1.87M 0.09%
28,300
123
$1.86M 0.09%
34,979
-1,267
124
$1.77M 0.09%
55,000
-10,000
125
$1.64M 0.08%
48,400
+3,000
3 4
5
6 7