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
$2.16B
AUM Growth
-$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.37M
3
+$1.12M
4
V icon
Visa
V
+$378K
5
SPGI icon
S&P Global
SPGI
+$339K

Top Sells

1
+$4.16M
2
+$2.17M
3
+$1.3M
4
MPC icon
Marathon Petroleum
MPC
+$1.02M
5
XOM icon
Exxon Mobil
XOM
+$971K

Sector Composition

1 Technology 19.8%
2 Healthcare 17.99%
3 Consumer Staples 16.39%
4 Industrials 15.47%
5 Energy 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2M 0.09%
34,978
127
$1.8M 0.08%
24,230
128
$1.72M 0.08%
13,500
129
$1.69M 0.08%
139,300
+3,000
130
$1.52M 0.07%
4,980
+1,110
131
$1.42M 0.07%
18,200
+550
132
$1.41M 0.07%
9,498
133
$1.32M 0.06%
18,631
134
$1.3M 0.06%
4,900
135
$1.29M 0.06%
3,340
136
$1.21M 0.06%
32,545
137
$1.19M 0.05%
11,170
138
$1.1M 0.05%
7,625
139
$1.06M 0.05%
15,973
140
$1.06M 0.05%
4,800
141
$1.03M 0.05%
14,965
-1,268
142
$1.02M 0.05%
17,500
143
$1.01M 0.05%
15,122
144
$984K 0.05%
33,536
145
$937K 0.04%
5,800
146
$926K 0.04%
31,470
-1,920
147
$905K 0.04%
22,282
148
$875K 0.04%
12,310
149
$869K 0.04%
6,198
150
$768K 0.04%
9,605
4 5
6
7 8