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
$2.48B
AUM Growth
+$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.28M
3
+$1.56M
4
CVX icon
Chevron
CVX
+$1.48M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.38M

Top Sells

1
+$7.51M
2
+$2.84M
3
+$2.19M
4
MRK icon
Merck
MRK
+$1.37M
5
IP icon
International Paper
IP
+$1.34M

Sector Composition

1 Technology 21.83%
2 Industrials 16.93%
3 Consumer Staples 15.92%
4 Healthcare 15.34%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.62M 0.11%
46,299
+8,000
127
$2.6M 0.11%
13,250
128
$2.22M 0.09%
10,850
129
$2.17M 0.09%
21,290
+3,160
130
$2.12M 0.09%
74,525
-2,500
131
$2.03M 0.08%
34,472
-8,020
132
$1.78M 0.07%
10,321
133
$1.54M 0.06%
34,976
134
$1.54M 0.06%
3,340
135
$1.43M 0.06%
15,122
136
$1.43M 0.06%
10,290
137
$1.42M 0.06%
8,600
+975
138
$1.36M 0.05%
15,973
+4,546
139
$1.3M 0.05%
31,196
-2,000
140
$1.24M 0.05%
4,750
141
$1.22M 0.05%
2,500
142
$1.2M 0.05%
4,800
143
$1.14M 0.05%
15,250
144
$1.14M 0.05%
6,198
145
$1.09M 0.04%
4,900
146
$963K 0.04%
11,500
147
$936K 0.04%
5,393
+1,255
148
$928K 0.04%
14,367
-5,116
149
$925K 0.04%
8,100
150
$892K 0.04%
26,284
4 5
6
7 8