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
$2.85B
AUM Growth
+$283M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$9.07M
3 +$7.78M
4
MSFT icon
Microsoft
MSFT
+$6.07M
5
V icon
Visa
V
+$6M

Top Sells

1 +$9.3M
2 +$5.09M
3 +$4.13M
4
FCX icon
Freeport-McMoran
FCX
+$4.02M
5
HON icon
Honeywell
HON
+$3.98M

Sector Composition

1 Technology 22.25%
2 Industrials 17.1%
3 Healthcare 14.62%
4 Consumer Staples 14.39%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$5.15M 0.18%
+1,635
102
$4.95M 0.17%
134,143
-16,865
103
$4.91M 0.17%
13,821
-220
104
$4.54M 0.16%
12,508
-1,000
105
$4.45M 0.16%
61,975
-6,496
106
$4.34M 0.15%
97,735
-5,100
107
$4.25M 0.15%
112,669
-9,150
108
$4.22M 0.15%
7,380
109
$4.21M 0.15%
96,482
+23,800
110
$4.11M 0.14%
4,265
111
$4M 0.14%
9,400
-4,026
112
$3.77M 0.13%
75,031
-900
113
$3.74M 0.13%
39,108
+3,972
114
$3.71M 0.13%
209,244
-12,600
115
$3.43M 0.12%
46,299
116
$3.26M 0.11%
35,896
-5,267
117
$3.25M 0.11%
12,500
-750
118
$3.16M 0.11%
58,870
-475
119
$2.98M 0.1%
12,046
120
$2.95M 0.1%
79,173
-13,227
121
$2.83M 0.1%
78,886
-12,417
122
$2.72M 0.1%
21,046
-3,720
123
$2.67M 0.09%
46,360
-489
124
$2.67M 0.09%
10,850
125
$2.66M 0.09%
28,242
-29,564