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
$2.48B
AUM Growth
+$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.28M
3
+$1.56M
4
CVX icon
Chevron
CVX
+$1.48M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.38M

Top Sells

1
+$7.51M
2
+$2.84M
3
+$2.19M
4
MRK icon
Merck
MRK
+$1.37M
5
IP icon
International Paper
IP
+$1.34M

Sector Composition

1 Technology 21.83%
2 Industrials 16.93%
3 Consumer Staples 15.92%
4 Healthcare 15.34%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.84M 0.2%
105,835
+300
102
$4.54M 0.18%
50,856
+3,825
103
$4.37M 0.18%
123,919
-12,391
104
$4.24M 0.17%
10,585
+2,520
105
$4.12M 0.17%
14,041
106
$4.02M 0.16%
64,680
+3,595
107
$3.9M 0.16%
22,450
-5,000
108
$3.89M 0.16%
40,772
-7,000
109
$3.79M 0.15%
13,508
110
$3.74M 0.15%
77,393
+15,000
111
$3.7M 0.15%
92,400
+8,000
112
$3.52M 0.14%
209,344
-7,200
113
$3.5M 0.14%
49,200
114
$3.45M 0.14%
42,501
-8,788
115
$3.44M 0.14%
37,000
116
$3.31M 0.13%
7,599
+1,000
117
$3.29M 0.13%
72,682
118
$3.26M 0.13%
56,846
+1,108
119
$3.18M 0.13%
12,046
120
$3.1M 0.13%
92,384
+960
121
$2.94M 0.12%
34,852
+2,450
122
$2.86M 0.12%
30,336
+6,408
123
$2.83M 0.11%
25,126
124
$2.73M 0.11%
3,800
+225
125
$2.72M 0.11%
30,790
3 4
5
6 7