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
$1.95B
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$3.27M
3
+$1.28M
4
BSX icon
Boston Scientific
BSX
+$864K
5
APTV icon
Aptiv
APTV
+$719K

Top Sells

1
+$7.32M
2
+$6.9M
3
+$4.25M
4
DVN icon
Devon Energy
DVN
+$1.71M
5
ALL icon
Allstate
ALL
+$1.5M

Sector Composition

1 Industrials 18.13%
2 Consumer Staples 16.96%
3 Healthcare 16%
4 Technology 15.47%
5 Energy 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.65M 0.08%
49,396
127
$1.59M 0.08%
52,625
128
$1.46M 0.07%
21,666
+266
129
$1.28M 0.07%
+50,901
130
$1.23M 0.06%
18,099
+1,000
131
$1.21M 0.06%
24,000
132
$1.16M 0.06%
20,160
133
$1.12M 0.06%
37,736
-1,812
134
$1.08M 0.06%
10,460
135
$1.02M 0.05%
13,480
-200
136
$1.01M 0.05%
11,828
137
$991K 0.05%
12,832
+232
138
$864K 0.04%
+26,400
139
$864K 0.04%
12,400
140
$857K 0.04%
12,392
141
$837K 0.04%
12,656
+606
142
$805K 0.04%
61,714
+1
143
$800K 0.04%
8,000
144
$796K 0.04%
12,230
145
$760K 0.04%
70,000
146
$719K 0.04%
+7,862
147
$703K 0.04%
33,648
-757
148
$701K 0.04%
2,372
+82
149
$684K 0.04%
6,700
150
$650K 0.03%
6,888
+502
4 5
6
7 8