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
$1.88B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$3.46M
3
+$2.16M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.18M
5
WFC icon
Wells Fargo
WFC
+$981K

Top Sells

1
+$3.38M
2
+$3.24M
3
+$1.6M
4
AAPL icon
Apple
AAPL
+$1.54M
5
AMGN icon
Amgen
AMGN
+$1.08M

Sector Composition

1 Technology 19.86%
2 Consumer Staples 18.7%
3 Healthcare 17.48%
4 Industrials 16.02%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.43M 0.08%
17,599
127
$1.32M 0.07%
11,839
-5,440
128
$1.29M 0.07%
5,992
+1,000
129
$1.27M 0.07%
28,378
130
$1.15M 0.06%
120,800
131
$1.14M 0.06%
100,493
-3,000
132
$1.09M 0.06%
2,500
133
$1.08M 0.06%
2,972
134
$1.07M 0.06%
6,400
135
$1.06M 0.06%
18,762
136
$1.04M 0.06%
48,400
137
$1.04M 0.06%
24,000
138
$912K 0.05%
13,200
139
$897K 0.05%
4,600
140
$872K 0.05%
12,025
141
$856K 0.05%
24,400
-6,000
142
$801K 0.04%
11,500
143
$781K 0.04%
35,265
144
$764K 0.04%
6,700
145
$715K 0.04%
+42,000
146
$710K 0.04%
18,631
147
$703K 0.04%
4,142
+434
148
$694K 0.04%
14,480
149
$694K 0.04%
17,800
150
$694K 0.04%
8,900
+2,638
4 5
6
7 8