MHC

Meyer Handelman Company Portfolio holdings

AUM $3.16B
1-Year Est. Return 17.29%
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$53.7M
2
+$4.19M
3
+$2.14M
4
CI icon
Cigna
CI
+$1.96M
5
SLB icon
SLB Ltd
SLB
+$1.78M

Top Sells

1
+$44.1M
2
+$12.8M
3
+$12.4M
4
HD icon
Home Depot
HD
+$11.2M
5
MCD icon
McDonald's
MCD
+$10.3M

Sector Composition

1 Industrials 19.12%
2 Consumer Staples 16.46%
3 Healthcare 15.77%
4 Technology 14.01%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.53M 0.07%
49,396
-1,314
127
$1.47M 0.07%
52,625
-2,000
128
$1.43M 0.07%
16,852
129
$1.42M 0.07%
18,631
130
$1.39M 0.06%
+39,548
131
$1.36M 0.06%
21,664
+264
132
$1.3M 0.06%
68,364
-11,211
133
$1.25M 0.06%
16,299
+2,399
134
$1.23M 0.06%
14,662
-1,814
135
$1.17M 0.05%
24,000
136
$1.04M 0.05%
27,761
-71,700
137
$976K 0.04%
15,412
+2,812
138
$975K 0.04%
70,000
139
$967K 0.04%
10,865
+405
140
$962K 0.04%
21,368
-6,949
141
$910K 0.04%
6,676
+1,076
142
$873K 0.04%
62,300
143
$861K 0.04%
12,400
+6,000
144
$809K 0.04%
12,830
-1,499
145
$790K 0.04%
14,915
146
$724K 0.03%
8,000
147
$695K 0.03%
7,072
+372
148
$654K 0.03%
15,000
149
$651K 0.03%
15,000
150
$642K 0.03%
13,773
-4,778
4 5
6
7 8