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
$2.57B
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$1.62M
3
+$1.57M
4
META icon
Meta Platforms (Facebook)
META
+$1.06M
5
VLTO icon
Veralto
VLTO
+$1.04M

Top Sells

1
+$20.9M
2
+$17.1M
3
+$7.57M
4
PG icon
Procter & Gamble
PG
+$7.55M
5
MRK icon
Merck
MRK
+$4.02M

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%
34,974
-2
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%
+3,333
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%
15,250
-11,250
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