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
$2.68B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.18M
3
+$1.18M
4
AMGN icon
Amgen
AMGN
+$1.12M
5
C icon
Citigroup
C
+$1.12M

Top Sells

1
+$2.05M
2
+$1.79M
3
+$1.48M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
PANW icon
Palo Alto Networks
PANW
+$920K

Sector Composition

1 Technology 22.21%
2 Industrials 17.39%
3 Healthcare 16.01%
4 Consumer Staples 15.43%
5 Consumer Discretionary 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.03M 0.08%
69,000
-38,200
127
$2M 0.07%
36,303
128
$1.99M 0.07%
3,145
+175
129
$1.67M 0.06%
33,196
+2,464
130
$1.65M 0.06%
56,983
+2,593
131
$1.63M 0.06%
22,282
+1,200
132
$1.62M 0.06%
18,631
133
$1.55M 0.06%
11,170
+1,760
134
$1.55M 0.06%
13,500
135
$1.49M 0.06%
12,310
136
$1.42M 0.05%
8,600
-3,400
137
$1.42M 0.05%
2,500
138
$1.39M 0.05%
13,473
+2,046
139
$1.34M 0.05%
17,519
+19
140
$1.31M 0.05%
16,733
+334
141
$1.25M 0.05%
26,861
+85
142
$1.24M 0.05%
5,800
+1,600
143
$1.19M 0.04%
3,340
144
$1.15M 0.04%
4,900
145
$1.1M 0.04%
+16,500
146
$1.05M 0.04%
8,805
147
$1.02M 0.04%
6,198
148
$972K 0.04%
9,510
149
$929K 0.03%
4,800
150
$781K 0.03%
8,500
4 5
6
7 8