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
$2.57B
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$1.62M
3
+$1.57M
4
META icon
Meta Platforms (Facebook)
META
+$1.06M
5
VLTO icon
Veralto
VLTO
+$1.04M

Top Sells

1
+$20.9M
2
+$17.1M
3
+$7.57M
4
PG icon
Procter & Gamble
PG
+$7.55M
5
MRK icon
Merck
MRK
+$4.02M

Sector Composition

1 Technology 22.37%
2 Industrials 17.81%
3 Healthcare 14.46%
4 Consumer Staples 14.43%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.22M 0.2%
55,498
-15,000
102
$5.12M 0.2%
68,471
-225
103
$4.54M 0.18%
50,261
-9,632
104
$4.45M 0.17%
102,835
105
$4.4M 0.17%
14,041
106
$4.31M 0.17%
121,819
107
$4.04M 0.16%
13,508
108
$3.8M 0.15%
7,380
109
$3.77M 0.15%
221,844
110
$3.75M 0.15%
4,265
+30
111
$3.67M 0.14%
59,345
-5,335
112
$3.51M 0.14%
+40,585
113
$3.44M 0.13%
75,931
-1,462
114
$3.37M 0.13%
92,400
115
$3.18M 0.12%
41,163
-6,235
116
$3.17M 0.12%
91,303
117
$3.06M 0.12%
46,299
118
$2.99M 0.12%
202,414
-174,946
119
$2.94M 0.11%
12,046
120
$2.93M 0.11%
72,682
-26,150
121
$2.89M 0.11%
172,125
-120,944
122
$2.86M 0.11%
13,250
123
$2.83M 0.11%
24,766
-386
124
$2.72M 0.11%
41,200
125
$2.68M 0.1%
35,136
-4,500
3 4
5
6 7