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
-$797K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.71M
3
+$1.89M
4
SPGI icon
S&P Global
SPGI
+$870K
5
DEO icon
Diageo
DEO
+$750K

Top Sells

1
+$5.84M
2
+$2.56M
3
+$2.48M
4
MPC icon
Marathon Petroleum
MPC
+$2.29M
5
CAT icon
Caterpillar
CAT
+$2.24M

Sector Composition

1 Technology 20.99%
2 Consumer Staples 16.45%
3 Industrials 16.27%
4 Healthcare 15.81%
5 Energy 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.55M 0.11%
6,599
-1,000
127
$2.22M 0.09%
38,299
-8,000
128
$2.21M 0.09%
13,250
129
$2.18M 0.09%
10,850
130
$2.03M 0.09%
18,130
-70
131
$1.98M 0.08%
23,928
-6,408
132
$1.85M 0.08%
34,976
133
$1.72M 0.07%
10,321
134
$1.58M 0.07%
3,340
135
$1.36M 0.06%
10,290
-880
136
$1.26M 0.05%
33,196
137
$1.22M 0.05%
4,800
138
$1.14M 0.05%
15,122
139
$1.13M 0.05%
5,800
140
$1.12M 0.05%
7,625
-375
141
$1.08M 0.05%
4,900
142
$1.08M 0.05%
19,483
-558
143
$1.07M 0.04%
11,427
-4,546
144
$1.04M 0.04%
15,250
-2,250
145
$1.03M 0.04%
6,198
146
$985K 0.04%
4,750
+3,100
147
$970K 0.04%
11,500
-810
148
$963K 0.04%
2,500
149
$940K 0.04%
8,100
150
$898K 0.04%
2,175
4 5
6
7 8