MHC

Meyer Handelman Company Portfolio holdings

AUM $3.22B
1-Year Est. Return 24.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.57B
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$1.47M
3
+$1.46M
4
META icon
Meta Platforms (Facebook)
META
+$977K
5
VLTO icon
Veralto
VLTO
+$948K

Top Sells

1
+$19.8M
2
+$16.4M
3
+$7.63M
4
MCK icon
McKesson
MCK
+$7.44M
5
MRK icon
Merck
MRK
+$3.82M

Sector Composition

1 Technology 22.37%
2 Industrials 17.81%
3 Healthcare 14.46%
4 Consumer Staples 14.43%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.66M 0.1%
10,850
127
$2.59M 0.1%
30,790
128
$2.25M 0.09%
46,849
-9,581
129
$2.07M 0.08%
34,660
-400
130
$1.95M 0.08%
21,740
-2,100
131
$1.92M 0.07%
9,721
-627
132
$1.78M 0.07%
36,723
-1
133
$1.77M 0.07%
8,600
134
$1.76M 0.07%
3,885
+295
135
$1.76M 0.07%
15,973
136
$1.62M 0.06%
+33,330
137
$1.58M 0.06%
60,625
-3,800
138
$1.52M 0.06%
15,122
139
$1.5M 0.06%
2,506
140
$1.4M 0.05%
6,198
141
$1.37M 0.05%
31,196
142
$1.18M 0.05%
4,750
143
$1.12M 0.04%
20,237
-14,929
144
$1.05M 0.04%
8,100
145
$1.04M 0.04%
+12,703
146
$1.04M 0.04%
14,367
147
$1.04M 0.04%
18,631
148
$1.03M 0.04%
11,500
149
$1.01M 0.04%
2,525
150
$1M 0.04%
26,284
4 5
6
7 8