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
$2.16B
AUM Growth
-$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.37M
3
+$1.12M
4
V icon
Visa
V
+$378K
5
SPGI icon
S&P Global
SPGI
+$339K

Top Sells

1
+$4.16M
2
+$2.17M
3
+$1.3M
4
MPC icon
Marathon Petroleum
MPC
+$1.02M
5
XOM icon
Exxon Mobil
XOM
+$971K

Sector Composition

1 Technology 19.8%
2 Healthcare 17.99%
3 Consumer Staples 16.39%
4 Industrials 15.47%
5 Energy 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.61M 0.21%
128,502
-2,500
102
$4.61M 0.21%
55,498
103
$4.58M 0.21%
80,195
104
$4.21M 0.19%
27,450
105
$4.14M 0.19%
64,725
106
$4.11M 0.19%
92,400
107
$4.04M 0.19%
42,881
+2,090
108
$3.93M 0.18%
48,672
-1,500
109
$3.88M 0.18%
17,407
110
$3.56M 0.16%
26,220
+10,125
111
$3.44M 0.16%
49,600
112
$3.15M 0.15%
14,041
113
$3.1M 0.14%
37,000
114
$2.94M 0.14%
245,294
-11,200
115
$2.94M 0.14%
72,682
116
$2.88M 0.13%
46,832
-1,800
117
$2.81M 0.13%
46,299
118
$2.75M 0.13%
30,790
119
$2.75M 0.13%
87,450
-11,600
120
$2.65M 0.12%
92,864
121
$2.52M 0.12%
3,655
+50
122
$2.51M 0.12%
30,336
123
$2.32M 0.11%
7,599
124
$2.29M 0.11%
26,235
125
$2.11M 0.1%
10,850
3 4
5
6 7