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
$1.88B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$3.46M
3
+$2.16M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.18M
5
WFC icon
Wells Fargo
WFC
+$981K

Top Sells

1
+$3.38M
2
+$3.24M
3
+$1.6M
4
AAPL icon
Apple
AAPL
+$1.54M
5
AMGN icon
Amgen
AMGN
+$1.08M

Sector Composition

1 Technology 19.86%
2 Consumer Staples 18.7%
3 Healthcare 17.48%
4 Industrials 16.02%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.29M 0.18%
34,560
102
$3.28M 0.17%
37,392
-400
103
$3.22M 0.17%
125,868
+38,300
104
$3.11M 0.17%
94,691
105
$3.03M 0.16%
26,600
106
$3.01M 0.16%
25,996
107
$2.98M 0.16%
61,642
108
$2.88M 0.15%
73,482
109
$2.7M 0.14%
441,326
110
$2.66M 0.14%
273,314
-200
111
$2.56M 0.14%
60,000
112
$2.25M 0.12%
16,094
+186
113
$2.15M 0.11%
95,695
-2,162
114
$2.13M 0.11%
37,500
-3,000
115
$2.06M 0.11%
12,200
-700
116
$1.73M 0.09%
7,600
117
$1.7M 0.09%
33,345
118
$1.69M 0.09%
60,000
119
$1.65M 0.09%
25,314
120
$1.63M 0.09%
34,979
121
$1.62M 0.09%
42,704
122
$1.62M 0.09%
11,826
123
$1.52M 0.08%
83,047
+6,400
124
$1.48M 0.08%
28,300
125
$1.45M 0.08%
39,799
3 4
5
6 7