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
$1.92B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$921K
3
+$914K
4
WAB icon
Wabtec
WAB
+$853K
5
KO icon
Coca-Cola
KO
+$554K

Top Sells

1
+$2.75M
2
+$1.38M
3
+$1.31M
4
BA icon
Boeing
BA
+$880K
5
MSFT icon
Microsoft
MSFT
+$790K

Sector Composition

1 Industrials 18.57%
2 Consumer Staples 17.38%
3 Healthcare 16.33%
4 Technology 15.75%
5 Energy 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.53M 0.08%
52,625
127
$1.38M 0.07%
18,099
128
$1.31M 0.07%
7,600
129
$1.3M 0.07%
19,814
-222
130
$1.29M 0.07%
24,897
131
$1.29M 0.07%
37,736
132
$1.19M 0.06%
35,500
+27,500
133
$1.12M 0.06%
11,828
134
$1.05M 0.05%
26,400
135
$1M 0.05%
12,475
136
$928K 0.05%
11,500
137
$914K 0.05%
+11,062
138
$908K 0.05%
24,000
139
$905K 0.05%
2,972
140
$864K 0.04%
4,792
141
$853K 0.04%
+12,002
142
$764K 0.04%
13,200
143
$758K 0.04%
12,392
144
$747K 0.04%
12,730
145
$731K 0.04%
6,700
146
$725K 0.04%
50,233
147
$717K 0.04%
26,590
148
$709K 0.04%
7,250
149
$675K 0.04%
15,635
150
$652K 0.03%
2,500
4 5
6
7 8