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
$2.37B
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.26M
3
+$957K
4
NEE icon
NextEra Energy
NEE
+$918K
5
OXY icon
Occidental Petroleum
OXY
+$796K

Top Sells

1
+$3.2M
2
+$2.77M
3
+$1.55M
4
PFE icon
Pfizer
PFE
+$1.11M
5
PG icon
Procter & Gamble
PG
+$1.04M

Sector Composition

1 Industrials 18.88%
2 Consumer Staples 18.66%
3 Healthcare 16.19%
4 Technology 13.58%
5 Energy 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.51M 0.06%
50,710
127
$1.5M 0.06%
16,000
128
$1.46M 0.06%
16,852
-736
129
$1.38M 0.06%
79,575
-2,407
130
$1.36M 0.06%
18,631
131
$1.23M 0.05%
7,600
132
$1.19M 0.05%
21,400
-266
133
$1.16M 0.05%
24,000
134
$1.15M 0.05%
7,600
135
$1.11M 0.05%
28,317
-5,408
136
$1.08M 0.05%
16,476
+319
137
$1.06M 0.05%
13,900
-200
138
$964K 0.04%
70,000
139
$941K 0.04%
62,300
140
$889K 0.04%
14,329
-3,566
141
$827K 0.03%
10,460
142
$804K 0.03%
12,600
-233
143
$746K 0.03%
17,000
144
$672K 0.03%
8,000
145
$620K 0.03%
15,000
146
$614K 0.03%
15,800
147
$612K 0.03%
15,000
148
$606K 0.03%
18,551
-614
149
$593K 0.03%
9,500
150
$592K 0.03%
6,700
-2,000
4 5
6
7 8