MHC
Meyer Handelman Company Portfolio holdings
AUM
$3.03B
This Quarter Return
+4.22%
1 Year Return
+17.75%
3 Year Return
+65.29%
5 Year Return
+125.22%
10 Year Return
+235.94%
AUM
$2.23B
AUM Growth
+$2.23B
(+3.3%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
0.49%
Top 10 Holdings %
Top 10 Hldgs %
28.26%
Holding
200
New
8
Increased
31
Reduced
49
Closed
1
Top Buys
| 1 |
Avanos Medical
AVNS
|
$2.54M |
| 2 |
Occidental Petroleum
OXY
|
$1.61M |
| 3 |
CDK
CDK Global, Inc.
CDK
|
$1.49M |
| 4 |
Qualcomm
QCOM
|
$1.41M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.18M |
Top Sells
| 1 |
Kimberly-Clark
KMB
|
$611K |
| 2 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
$472K |
| 3 |
Procter & Gamble
PG
|
$319K |
| 4 |
PepsiCo
PEP
|
$286K |
| 5 |
Nucor
NUE
|
$245K |
Sector Composition
| 1 | Consumer Staples | 18.05% |
| 2 | Healthcare | 17.91% |
| 3 | Industrials | 16.97% |
| 4 | Technology | 12.5% |
| 5 | Energy | 9.76% |
