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
$2.08B
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.51M
3
+$1.16M
4
FCX icon
Freeport-McMoran
FCX
+$1.14M
5
VZ icon
Verizon
VZ
+$1.02M

Top Sells

1
+$6.85M
2
+$1.1M
3
+$730K
4
XOM icon
Exxon Mobil
XOM
+$684K
5
HON icon
Honeywell
HON
+$627K

Sector Composition

1 Consumer Staples 17.48%
2 Industrials 17.47%
3 Healthcare 16.7%
4 Technology 12.33%
5 Energy 11.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.01M 0.05%
19,450
-1,854
127
$1M 0.05%
15,975
128
$986K 0.05%
13,640
129
$973K 0.05%
9,810
130
$946K 0.05%
12,600
131
$914K 0.04%
24,843
-19,853
132
$863K 0.04%
16,000
133
$827K 0.04%
22,700
-3,900
134
$809K 0.04%
32,285
135
$736K 0.04%
5,400
136
$697K 0.03%
16,300
137
$690K 0.03%
8,000
138
$684K 0.03%
8,600
-400
139
$649K 0.03%
8,350
140
$649K 0.03%
12,800
-200
141
$614K 0.03%
15,670
142
$611K 0.03%
5,800
143
$547K 0.03%
10,085
144
$532K 0.03%
2,937
-267
145
$523K 0.03%
7,154
146
$501K 0.02%
4,800
147
$493K 0.02%
5,050
148
$469K 0.02%
25,350
149
$456K 0.02%
25,704
-5,355
150
$455K 0.02%
16,600
4 5
6
7 8