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
$2.39B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$874K
3
+$618K
4
DE icon
Deere & Co
DE
+$332K
5
AAPL icon
Apple
AAPL
+$307K

Top Sells

1
+$4.73M
2
+$3.89M
3
+$3.48M
4
PEP icon
PepsiCo
PEP
+$3.42M
5
TT icon
Trane Technologies
TT
+$3.29M

Sector Composition

1 Technology 18.43%
2 Healthcare 17.55%
3 Industrials 16.74%
4 Consumer Staples 16.62%
5 Energy 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.98M 0.21%
47,872
-800
102
$4.76M 0.2%
77,393
103
$4.61M 0.19%
92,400
104
$4.54M 0.19%
64,725
105
$4.5M 0.19%
33,930
-785
106
$4.48M 0.19%
13,508
-10,500
107
$4.36M 0.18%
74,253
-5,942
108
$3.92M 0.16%
45,156
+2,275
109
$3.87M 0.16%
242,794
-2,500
110
$3.62M 0.15%
14,041
111
$3.62M 0.15%
49,600
112
$3.39M 0.14%
28,210
+1,990
113
$3.35M 0.14%
46,299
114
$3.32M 0.14%
72,682
115
$3.1M 0.13%
83,000
-4,450
116
$3.06M 0.13%
12,046
-5,361
117
$2.89M 0.12%
30,790
118
$2.88M 0.12%
92,864
119
$2.8M 0.12%
44,432
-2,400
120
$2.78M 0.12%
25,126
-1,109
121
$2.75M 0.11%
37,000
122
$2.53M 0.11%
3,505
-150
123
$2.47M 0.1%
32,302
+8,072
124
$2.43M 0.1%
7,599
125
$2.26M 0.09%
30,336
3 4
5
6 7