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
$2.21B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1 +$2.92M
2 +$1.77M
3 +$1.73M
4
AAPL icon
Apple
AAPL
+$1.62M
5
ITW icon
Illinois Tool Works
ITW
+$1.59M

Top Sells

1 +$2.14M
2 +$1.6M
3 +$1.12M
4
WMT icon
Walmart
WMT
+$989K
5
MDLZ icon
Mondelez International
MDLZ
+$948K

Sector Composition

1 Technology 20.11%
2 Industrials 18.31%
3 Consumer Staples 17.57%
4 Healthcare 15.96%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.64M 0.07%
18,000
+4,800
127
$1.47M 0.07%
31,900
-1,445
128
$1.45M 0.07%
5,599
+999
129
$1.45M 0.07%
45,044
+16,666
130
$1.42M 0.06%
+6,372
131
$1.4M 0.06%
107,200
132
$1.25M 0.06%
2,500
133
$1.24M 0.06%
16,499
-1,100
134
$1.19M 0.05%
22,732
+4,932
135
$1.16M 0.05%
8,900
136
$1.16M 0.05%
66,937
-13,910
137
$1.15M 0.05%
11,500
138
$1.14M 0.05%
3,222
139
$1.1M 0.05%
69,393
-8,100
140
$1.08M 0.05%
20,237
-4,660
141
$1.06M 0.05%
4,550
+300
142
$1.04M 0.05%
30,011
143
$1.04M 0.05%
18,631
144
$1.04M 0.05%
6,700
145
$1.02M 0.05%
3,798
146
$972K 0.04%
13,500
147
$963K 0.04%
5,400
148
$926K 0.04%
8,530
+1,280
149
$914K 0.04%
11,895
-130
150
$864K 0.04%
9,381
+1,845