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
$2.39B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$874K
3
+$618K
4
DE icon
Deere & Co
DE
+$332K
5
AAPL icon
Apple
AAPL
+$307K

Top Sells

1
+$4.73M
2
+$3.89M
3
+$3.48M
4
PEP icon
PepsiCo
PEP
+$3.42M
5
TT icon
Trane Technologies
TT
+$3.29M

Sector Composition

1 Technology 18.43%
2 Healthcare 17.55%
3 Industrials 16.74%
4 Consumer Staples 16.62%
5 Energy 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.25M 0.09%
10,850
127
$2.16M 0.09%
34,976
-2
128
$1.89M 0.08%
13,250
-250
129
$1.86M 0.08%
5,541
+561
130
$1.84M 0.08%
125,800
-13,500
131
$1.69M 0.07%
18,200
132
$1.62M 0.07%
3,340
133
$1.51M 0.06%
10,321
+823
134
$1.43M 0.06%
11,170
135
$1.25M 0.05%
18,631
136
$1.22M 0.05%
15,973
137
$1.16M 0.05%
15,122
138
$1.16M 0.05%
33,196
-340
139
$1.12M 0.05%
17,500
140
$1.11M 0.05%
4,800
141
$1.07M 0.04%
8,000
+375
142
$1.06M 0.04%
4,900
143
$1.04M 0.04%
29,590
-1,880
144
$1.01M 0.04%
5,800
145
$1M 0.04%
12,310
146
$933K 0.04%
2,175
+775
147
$923K 0.04%
6,198
148
$901K 0.04%
20,041
-2,241
149
$864K 0.04%
26,284
150
$841K 0.04%
2,500
4 5
6
7 8