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
$2.61B
AUM Growth
-$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.74M
3
+$1.68M
4
NVDA icon
NVIDIA
NVDA
+$1.48M
5
VZ icon
Verizon
VZ
+$1.23M

Top Sells

1
+$1.81M
2
+$1.56M
3
+$1.4M
4
PG icon
Procter & Gamble
PG
+$1.13M
5
MPC icon
Marathon Petroleum
MPC
+$1.05M

Sector Composition

1 Technology 21.34%
2 Healthcare 16.65%
3 Industrials 15.97%
4 Consumer Staples 15.27%
5 Energy 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.24M 0.09%
26,235
127
$2.16M 0.08%
34,978
-1
128
$1.94M 0.07%
24,230
+7,730
129
$1.82M 0.07%
33,390
-2,913
130
$1.79M 0.07%
9,498
131
$1.78M 0.07%
13,500
132
$1.74M 0.07%
14,555
+5,955
133
$1.69M 0.06%
18,631
134
$1.57M 0.06%
33,536
+340
135
$1.47M 0.06%
3,340
136
$1.42M 0.05%
16,733
137
$1.38M 0.05%
12,310
138
$1.32M 0.05%
11,170
139
$1.24M 0.05%
5,800
140
$1.21M 0.05%
22,282
141
$1.14M 0.04%
2,500
142
$1.09M 0.04%
6,198
143
$1.08M 0.04%
4,900
144
$1.07M 0.04%
17,500
-19
145
$1.04M 0.04%
9,605
+800
146
$1.04M 0.04%
4,800
147
$1.03M 0.04%
13,473
148
$925K 0.04%
26,578
-283
149
$878K 0.03%
32,545
150
$857K 0.03%
15,122
4 5
6
7 8