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
$2.53B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.16M
3
+$1.96M
4
CRM icon
Salesforce
CRM
+$1.44M
5
VZ icon
Verizon
VZ
+$1.22M

Top Sells

1
+$2M
2
+$1.34M
3
+$1.17M
4
COP icon
ConocoPhillips
COP
+$1.13M
5
CAT icon
Caterpillar
CAT
+$903K

Sector Composition

1 Technology 20.57%
2 Industrials 18.6%
3 Consumer Staples 15.59%
4 Healthcare 15.28%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.2M 0.09%
11,826
127
$2.15M 0.08%
34,979
128
$2.14M 0.08%
107,200
129
$2.13M 0.08%
67,400
130
$2M 0.08%
8,805
+2,235
131
$1.82M 0.07%
6,599
132
$1.81M 0.07%
36,303
133
$1.75M 0.07%
30,732
+340
134
$1.66M 0.07%
2,970
+725
135
$1.64M 0.06%
10,400
+1,500
136
$1.46M 0.06%
2,500
137
$1.44M 0.06%
12,310
138
$1.42M 0.06%
21,082
139
$1.39M 0.05%
6,600
140
$1.34M 0.05%
3,798
141
$1.33M 0.05%
18,631
142
$1.3M 0.05%
26,776
143
$1.26M 0.05%
3,340
144
$1.22M 0.05%
13,500
145
$1.22M 0.05%
23,223
146
$1.21M 0.05%
16,399
-100
147
$1.12M 0.04%
11,427
148
$1.08M 0.04%
9,410
149
$1.07M 0.04%
+35,244
150
$908K 0.04%
28,378
4 5
6
7 8