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
$2.16B
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.15M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$654K
5
BP icon
BP
BP
+$611K

Top Sells

1
+$1.58M
2
+$1.53M
3
+$1.44M
4
CVX icon
Chevron
CVX
+$1.32M
5
TT icon
Trane Technologies
TT
+$1.08M

Sector Composition

1 Industrials 17.29%
2 Consumer Staples 17.23%
3 Healthcare 16.44%
4 Technology 12.25%
5 Energy 11.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$976K 0.05%
19,450
127
$907K 0.04%
9,600
-210
128
$874K 0.04%
12,600
129
$848K 0.04%
21,700
-1,000
130
$843K 0.04%
16,000
131
$814K 0.04%
5,400
132
$804K 0.04%
24,000
-6,660
133
$774K 0.04%
23,173
-1,670
134
$759K 0.04%
15,800
-500
135
$758K 0.04%
32,285
136
$699K 0.03%
8,000
137
$667K 0.03%
5,800
138
$651K 0.03%
8,600
139
$642K 0.03%
8,350
140
$598K 0.03%
9,000
-6,975
141
$589K 0.03%
7,154
142
$589K 0.03%
10,085
143
$578K 0.03%
15,670
144
$540K 0.03%
5,050
145
$527K 0.02%
5,238
146
$474K 0.02%
25,350
147
$474K 0.02%
4,300
148
$467K 0.02%
4,800
149
$464K 0.02%
6,900
150
$458K 0.02%
6,400
4 5
6
7 8