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
$1.97B
AUM Growth
-$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.63M
3
+$2.29M
4
QCOM icon
Qualcomm
QCOM
+$1.26M
5
UPS icon
United Parcel Service
UPS
+$1.17M

Top Sells

1
+$16.7M
2
+$9.36M
3
+$4.41M
4
DD
Du Pont De Nemours E I
DD
+$1.52M
5
BMY icon
Bristol-Myers Squibb
BMY
+$580K

Sector Composition

1 Consumer Staples 19.7%
2 Healthcare 17.91%
3 Industrials 17.03%
4 Technology 12.66%
5 Energy 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.35M 0.07%
19,320
127
$1.34M 0.07%
42,400
+1,800
128
$1.25M 0.06%
18,273
129
$1.23M 0.06%
81,000
-10,000
130
$1.13M 0.06%
37,636
-1,800
131
$1.03M 0.05%
13,167
132
$1.02M 0.05%
12,600
133
$1.01M 0.05%
14,352
134
$988K 0.05%
70,000
135
$976K 0.05%
19,500
136
$936K 0.05%
24,000
137
$799K 0.04%
19,450
138
$744K 0.04%
8,000
-1,600
139
$733K 0.04%
22,300
140
$704K 0.04%
14,729
-8,600
141
$630K 0.03%
8,600
142
$620K 0.03%
6,900
143
$617K 0.03%
5,800
144
$586K 0.03%
32,285
145
$580K 0.03%
10,085
146
$554K 0.03%
15,670
147
$549K 0.03%
17,287
148
$537K 0.03%
5,050
149
$535K 0.03%
15,000
+3,000
150
$518K 0.03%
8,000
4 5
6
7 8