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
$2.61B
AUM Growth
-$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.74M
3
+$1.68M
4
NVDA icon
NVIDIA
NVDA
+$1.48M
5
VZ icon
Verizon
VZ
+$1.23M

Top Sells

1
+$1.81M
2
+$1.56M
3
+$1.4M
4
PG icon
Procter & Gamble
PG
+$1.13M
5
MPC icon
Marathon Petroleum
MPC
+$1.05M

Sector Composition

1 Technology 21.34%
2 Healthcare 16.65%
3 Industrials 15.97%
4 Consumer Staples 15.27%
5 Energy 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.54M 0.21%
63,346
-252
102
$5.36M 0.21%
39,061
+4,900
103
$5.25M 0.2%
55,898
104
$5.02M 0.19%
27,450
105
$4.99M 0.19%
84,393
106
$4.9M 0.19%
67,931
+1,844
107
$4.72M 0.18%
82,195
-760
108
$4.7M 0.18%
37,000
109
$4.63M 0.18%
17,842
110
$4.6M 0.18%
102,650
-4,327
111
$4.59M 0.18%
53,172
+1,092
112
$4.4M 0.17%
263,114
-2,600
113
$4.18M 0.16%
49,800
114
$3.8M 0.15%
72,682
115
$3.57M 0.14%
30,336
116
$3.55M 0.14%
93,664
-800
117
$3.46M 0.13%
34,698
-2,044
118
$3.4M 0.13%
14,041
-454
119
$3.36M 0.13%
123,200
+54,200
120
$3.25M 0.12%
46,299
-47
121
$3.07M 0.12%
11,250
122
$2.89M 0.11%
50,932
-6,051
123
$2.65M 0.1%
11,905
+4,805
124
$2.53M 0.1%
7,599
125
$2.52M 0.1%
3,605
+460
3 4
5
6 7