MHC

Meyer Handelman Company Portfolio holdings

AUM $3.22B
1-Year Est. Return 24.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.16B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$7.68M
2
+$2.71M
3
+$2.06M
4
V icon
Visa
V
+$2.01M
5
AMZN icon
Amazon
AMZN
+$1.74M

Top Sells

1
+$8.97M
2
+$4.69M
3
+$4.01M
4
ETR icon
Entergy
ETR
+$3.79M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.45M

Sector Composition

1 Technology 25.26%
2 Industrials 17.46%
3 Consumer Staples 12.04%
4 Healthcare 12.03%
5 Financials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.86M 0.15%
54,050
-2,000
102
$4.63M 0.15%
91,742
-4,450
103
$4.54M 0.14%
61,082
-3,871
104
$4.53M 0.14%
33,272
-4,450
105
$4.35M 0.14%
27,338
106
$4.18M 0.13%
55,418
-4,050
107
$4.16M 0.13%
169,244
-1,000
108
$3.96M 0.13%
49,116
-2,765
109
$3.54M 0.11%
29,500
-1,950
110
$3.43M 0.11%
34,869
-2,575
111
$3.37M 0.11%
6,757
+549
112
$3.37M 0.11%
58,000
-6,365
113
$3.33M 0.11%
6,750
114
$3.26M 0.1%
94,683
-1,312
115
$3.22M 0.1%
11,175
116
$3.17M 0.1%
46,945
-350
117
$3.1M 0.1%
34,505
-4,190
118
$3.07M 0.1%
4,590
-80
119
$3.05M 0.1%
37,005
+711
120
$3.04M 0.1%
20,611
121
$2.66M 0.08%
5,290
+100
122
$2.58M 0.08%
22,550
123
$2.5M 0.08%
10,590
124
$2.46M 0.08%
31,578
-1,500
125
$2.45M 0.08%
77,705
-3,000
3 4
5
6 7