MHC

Meyer Handelman Company Portfolio holdings

AUM $3.16B
1-Year Est. Return 17.29%
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.77M
3
+$1.73M
4
AAPL icon
Apple
AAPL
+$1.62M
5
ITW icon
Illinois Tool Works
ITW
+$1.59M

Top Sells

1
+$2.14M
2
+$1.6M
3
+$1.12M
4
WMT icon
Walmart
WMT
+$989K
5
MDLZ icon
Mondelez International
MDLZ
+$948K

Sector Composition

1 Technology 20.11%
2 Industrials 18.31%
3 Consumer Staples 17.57%
4 Healthcare 15.96%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.18M 0.19%
34,560
102
$4.13M 0.19%
62,021
+7,700
103
$4.03M 0.18%
57,600
-147
104
$3.99M 0.18%
28,450
+2,850
105
$3.58M 0.16%
78,300
106
$3.57M 0.16%
60,000
107
$3.44M 0.16%
37,392
108
$3.21M 0.14%
82,765
-41,278
109
$3.09M 0.14%
260,714
+7,900
110
$2.98M 0.13%
72,682
111
$2.96M 0.13%
88,344
-1,351
112
$2.92M 0.13%
+155,659
113
$2.72M 0.12%
36,900
+8,600
114
$2.69M 0.12%
60,000
115
$2.67M 0.12%
26,214
+900
116
$2.46M 0.11%
14,495
-1,599
117
$2.43M 0.11%
37,500
118
$2.43M 0.11%
11,650
-200
119
$2.3M 0.1%
344,775
-69,951
120
$2.17M 0.1%
40,872
+168
121
$2.08M 0.09%
7,600
122
$1.98M 0.09%
67,400
123
$1.96M 0.09%
11,826
124
$1.89M 0.09%
34,979
125
$1.8M 0.08%
38,299
3 4
5
6 7