MHC

Meyer Handelman Company Portfolio holdings

AUM $3.19B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.88M
3
+$2.72M
4
SOLV icon
Solventum
SOLV
+$2.53M
5
VZ icon
Verizon
VZ
+$2.22M

Top Sells

1
+$9.16M
2
+$4.73M
3
+$4.41M
4
MMM icon
3M
MMM
+$3.54M
5
TT icon
Trane Technologies
TT
+$2.24M

Sector Composition

1 Technology 23.68%
2 Industrials 16.95%
3 Healthcare 14.3%
4 Consumer Staples 14.21%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.04M 0.18%
1,700
+65
102
$4.48M 0.16%
4,265
103
$4.46M 0.16%
58,675
-3,300
104
$4.43M 0.16%
209,244
105
$4.39M 0.15%
7,380
106
$4.38M 0.15%
96,910
-825
107
$4.32M 0.15%
94,882
-1,600
108
$4.13M 0.15%
12,508
109
$4.12M 0.15%
29,890
+13,515
110
$4.04M 0.14%
112,013
-656
111
$3.88M 0.14%
+61,935
112
$3.84M 0.14%
38,688
-8,380
113
$3.65M 0.13%
77,432
-18,550
114
$3.61M 0.13%
39,108
115
$3.56M 0.13%
75,031
116
$3.26M 0.11%
101,279
-32,864
117
$3.25M 0.11%
46,299
118
$3.18M 0.11%
12,500
119
$3.09M 0.11%
57,900
-970
120
$2.84M 0.1%
20,971
-75
121
$2.82M 0.1%
12,046
122
$2.74M 0.1%
28,242
123
$2.56M 0.09%
47,395
+1,035
124
$2.56M 0.09%
4,670
+1,224
125
$2.53M 0.09%
+47,808
3 4
5
6 7