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
$3.03B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.83M
3
+$2.28M
4
ADBE icon
Adobe
ADBE
+$2.28M
5
META icon
Meta Platforms (Facebook)
META
+$2.28M

Top Sells

1
+$7.72M
2
+$2.85M
3
+$2.5M
4
QCOM icon
Qualcomm
QCOM
+$2.15M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.13M

Sector Composition

1 Technology 24.63%
2 Industrials 17.9%
3 Consumer Staples 12.74%
4 Healthcare 12.56%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.54M 0.15%
12,000
102
$4.5M 0.15%
37,722
-750
103
$4.4M 0.15%
64,953
-7,115
104
$4.25M 0.14%
56,050
105
$4.21M 0.14%
31,450
-350
106
$4.1M 0.14%
59,468
-22,493
107
$3.85M 0.13%
27,338
-230
108
$3.82M 0.13%
38,695
-4,655
109
$3.69M 0.12%
11,175
110
$3.54M 0.12%
133,871
-30,784
111
$3.53M 0.12%
51,881
-125
112
$3.52M 0.12%
47,295
113
$3.48M 0.11%
170,244
-4,400
114
$3.46M 0.11%
6,750
115
$3.42M 0.11%
37,444
-1,301
116
$3.34M 0.11%
64,365
-38,134
117
$2.92M 0.1%
36,294
-700
118
$2.9M 0.1%
4,670
119
$2.88M 0.09%
6,208
+316
120
$2.87M 0.09%
95,995
-1,180
121
$2.67M 0.09%
20,611
122
$2.59M 0.09%
33,078
123
$2.54M 0.08%
15,122
124
$2.52M 0.08%
5,190
+110
125
$2.47M 0.08%
80,705
-1,930
3 4
5
6 7