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
$1.82B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$82.1M
2
+$72.6M
3
+$70.9M
4
KMB icon
Kimberly-Clark
KMB
+$60.8M
5
XOM icon
Exxon Mobil
XOM
+$60.3M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 18.95%
2 Industrials 17.19%
3 Healthcare 15.75%
4 Technology 11.9%
5 Energy 11.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$849K 0.05%
+21,304
127
$833K 0.05%
+14,652
128
$824K 0.05%
+9,810
129
$778K 0.04%
+12,600
130
$771K 0.04%
+5,800
131
$761K 0.04%
+13,640
132
$758K 0.04%
+32,285
133
$731K 0.04%
+16,000
134
$637K 0.04%
+9,000
135
$592K 0.03%
+4,404
136
$584K 0.03%
+34,192
137
$560K 0.03%
+8,000
138
$556K 0.03%
+13,000
139
$537K 0.03%
+15,670
140
$524K 0.03%
+5,800
141
$509K 0.03%
+17,300
142
$503K 0.03%
+10,085
143
$495K 0.03%
+8,350
144
$482K 0.03%
+7,554
145
$438K 0.02%
+5,050
146
$429K 0.02%
+4,800
147
$429K 0.02%
+11,438
148
$427K 0.02%
+33,201
149
$419K 0.02%
+4,300
150
$406K 0.02%
+4,838
3 4 5
6
7