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
$2.11B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$1.54M
3
+$1.08M
4
CVX icon
Chevron
CVX
+$931K
5
KHC icon
Kraft Heinz
KHC
+$728K

Top Sells

1
+$6.32M
2
+$4.61M
3
+$3.4M
4
NEM icon
Newmont
NEM
+$2.06M
5
FCX icon
Freeport-McMoran
FCX
+$2.06M

Sector Composition

1 Consumer Staples 19.76%
2 Healthcare 18.22%
3 Industrials 17.34%
4 Technology 12.47%
5 Energy 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.49M 0.07%
72,300
127
$1.49M 0.07%
44,400
+2,000
128
$1.25M 0.06%
18,273
129
$1.24M 0.06%
37,636
130
$1.13M 0.05%
70,000
131
$1.1M 0.05%
12,600
132
$1M 0.05%
24,000
133
$971K 0.05%
14,352
134
$945K 0.04%
19,500
135
$940K 0.04%
10,460
-2,707
136
$814K 0.04%
22,300
137
$814K 0.04%
19,450
138
$725K 0.03%
5,800
139
$722K 0.03%
6,900
140
$699K 0.03%
14,729
141
$598K 0.03%
6,000
-2,000
142
$587K 0.03%
8,600
143
$584K 0.03%
15,670
144
$572K 0.03%
5,050
145
$559K 0.03%
7,350
146
$558K 0.03%
17,287
147
$551K 0.03%
15,000
148
$551K 0.03%
8,800
149
$540K 0.03%
8,000
150
$530K 0.03%
10,085
4 5
6
7 8