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
$2.33B
AUM Growth
-$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.45M
3
+$1.18M
4
CRM icon
Salesforce
CRM
+$792K
5
SPGI icon
S&P Global
SPGI
+$790K

Top Sells

1
+$2.72M
2
+$1.76M
3
+$1.45M
4
CVX icon
Chevron
CVX
+$1.28M
5
MDT icon
Medtronic
MDT
+$1.2M

Sector Composition

1 Technology 20.09%
2 Healthcare 18.25%
3 Consumer Staples 16.8%
4 Industrials 14.97%
5 Energy 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.05M 0.09%
26,235
127
$1.98M 0.09%
34,978
128
$1.89M 0.08%
24,230
129
$1.82M 0.08%
33,390
130
$1.69M 0.07%
13,500
131
$1.63M 0.07%
9,498
132
$1.57M 0.07%
17,650
+3,095
133
$1.44M 0.06%
3,340
134
$1.37M 0.06%
18,631
135
$1.32M 0.06%
33,536
136
$1.3M 0.06%
3,870
+2,345
137
$1.3M 0.06%
16,233
-500
138
$1.27M 0.05%
11,170
139
$1.18M 0.05%
+88,004
140
$1.14M 0.05%
15,973
+2,500
141
$1.1M 0.05%
12,310
142
$1.09M 0.05%
9,605
143
$1.09M 0.05%
7,625
+2,550
144
$1.06M 0.05%
5,800
145
$1.03M 0.04%
4,800
146
$1.02M 0.04%
4,900
147
$1.02M 0.04%
22,282
148
$952K 0.04%
23,223
149
$915K 0.04%
2,500
150
$843K 0.04%
6,198
4 5
6
7 8