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
$1.97B
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$681K
3
+$573K
4
C icon
Citigroup
C
+$499K
5
SYY icon
Sysco
SYY
+$470K

Top Sells

1
+$3.38M
2
+$2.73M
3
+$2.11M
4
AAPL icon
Apple
AAPL
+$1.86M
5
MDLZ icon
Mondelez International
MDLZ
+$1.8M

Sector Composition

1 Technology 19.94%
2 Consumer Staples 19.13%
3 Healthcare 16.9%
4 Industrials 16.85%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.44M 0.17%
25,996
102
$3.4M 0.17%
144,568
+18,700
103
$3.18M 0.16%
264,200
-5,700
104
$3.04M 0.15%
78,300
-16,391
105
$3.03M 0.15%
60,000
106
$2.99M 0.15%
57,747
107
$2.98M 0.15%
61,642
108
$2.81M 0.14%
72,682
-800
109
$2.77M 0.14%
25,600
-1,000
110
$2.56M 0.13%
89,695
-6,000
111
$2.52M 0.13%
16,094
112
$2.37M 0.12%
252,814
-20,500
113
$2.33M 0.12%
11,850
-350
114
$2.13M 0.11%
25,314
115
$1.99M 0.1%
7,600
116
$1.96M 0.1%
37,500
117
$1.96M 0.1%
11,826
118
$1.86M 0.09%
40,704
-2,000
119
$1.85M 0.09%
60,000
120
$1.7M 0.09%
414,726
-26,600
121
$1.63M 0.08%
28,300
122
$1.57M 0.08%
33,345
123
$1.54M 0.08%
34,979
124
$1.45M 0.07%
107,200
-13,600
125
$1.42M 0.07%
38,299
-1,500
3 4
5
6 7