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
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$9.4M
3
+$942K
4
AMGN icon
Amgen
AMGN
+$921K
5
WBA
Walgreens Boots Alliance
WBA
+$708K

Top Sells

1
+$13.2M
2
+$4.58M
3
+$4.11M
4
XOM icon
Exxon Mobil
XOM
+$3.7M
5
TT icon
Trane Technologies
TT
+$3.36M

Sector Composition

1 Industrials 18.37%
2 Consumer Staples 18.09%
3 Technology 16.25%
4 Healthcare 16.22%
5 Energy 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.53M 0.08%
45,400
+7,664
127
$1.47M 0.08%
7,600
128
$1.42M 0.07%
64,876
-27,619
129
$1.39M 0.07%
17,949
-150
130
$1.35M 0.07%
18,631
131
$1.34M 0.07%
11,828
132
$1.28M 0.07%
18,762
133
$1.25M 0.06%
41,775
-10,850
134
$1.24M 0.06%
28,800
+2,400
135
$1.22M 0.06%
35,265
-12,817
136
$1.08M 0.06%
2,972
137
$1.08M 0.06%
12,475
138
$1.02M 0.05%
18,423
-1,391
139
$943K 0.05%
47,627
-2,606
140
$943K 0.05%
24,000
141
$895K 0.05%
11,500
142
$895K 0.05%
11,062
143
$813K 0.04%
13,200
144
$811K 0.04%
4,792
145
$807K 0.04%
12,392
146
$802K 0.04%
7,250
147
$775K 0.04%
6,700
148
$737K 0.04%
2,500
149
$701K 0.04%
3,708
150
$668K 0.03%
15,800
4 5
6
7 8