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
$2.08B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$2.21M
3
+$1.19M
4
NVDA icon
NVIDIA
NVDA
+$711K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$695K

Top Sells

1
+$2.14M
2
+$1.87M
3
+$1.77M
4
SLB icon
SLB Limited
SLB
+$1.32M
5
CTVA icon
Corteva
CTVA
+$1.28M

Sector Composition

1 Consumer Staples 18.49%
2 Industrials 17.77%
3 Technology 17.01%
4 Healthcare 16.69%
5 Energy 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.57M 0.08%
11,828
127
$1.56M 0.07%
7,600
128
$1.46M 0.07%
17,599
-200
129
$1.4M 0.07%
52,000
+20,000
130
$1.38M 0.07%
30,400
+1,600
131
$1.34M 0.06%
18,631
132
$1.27M 0.06%
35,265
133
$1.2M 0.06%
18,762
134
$1.19M 0.06%
+30,378
135
$1.16M 0.06%
2,972
136
$1.06M 0.05%
4,992
+200
137
$1.03M 0.05%
13,200
138
$932K 0.04%
12,025
-450
139
$931K 0.04%
39,459
-5,028
140
$911K 0.04%
11,500
141
$884K 0.04%
24,000
142
$876K 0.04%
6,700
143
$825K 0.04%
2,500
144
$801K 0.04%
17,800
145
$742K 0.04%
5,200
146
$734K 0.04%
3,708
147
$731K 0.04%
12,392
148
$730K 0.04%
7,250
149
$711K 0.03%
+120,800
150
$706K 0.03%
4,800
4 5
6
7 8