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
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.09M
3
+$534K
4
APC
Anadarko Petroleum
APC
+$466K
5
AAPL icon
Apple
AAPL
+$272K

Top Sells

1
+$2.12M
2
+$1.72M
3
+$1.01M
4
PEP icon
PepsiCo
PEP
+$851K
5
VZ icon
Verizon
VZ
+$743K

Sector Composition

1 Consumer Staples 20.23%
2 Industrials 17.76%
3 Healthcare 16.72%
4 Technology 12.8%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.41M 0.07%
34,258
-3,378
127
$1.41M 0.07%
45,400
+1,000
128
$1.38M 0.06%
18,273
129
$1.31M 0.06%
45,552
-811
130
$1.06M 0.05%
24,000
131
$1.03M 0.05%
19,500
132
$979K 0.05%
13,038
-1,314
133
$912K 0.04%
22,300
134
$893K 0.04%
10,460
135
$878K 0.04%
70,000
136
$865K 0.04%
12,600
137
$787K 0.04%
6,900
138
$737K 0.03%
19,450
139
$723K 0.03%
5,800
140
$686K 0.03%
14,729
141
$635K 0.03%
8,800
142
$605K 0.03%
5,050
143
$593K 0.03%
10,085
144
$578K 0.03%
8,000
145
$556K 0.03%
7,350
146
$538K 0.02%
15,000
147
$525K 0.02%
8,800
148
$519K 0.02%
15,000
149
$519K 0.02%
16,197
-1,090
150
$483K 0.02%
15,800
4 5
6
7 8