MHC

Meyer Handelman Company Portfolio holdings

AUM $3.19B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.88M
3
+$2.72M
4
SOLV icon
Solventum
SOLV
+$2.53M
5
VZ icon
Verizon
VZ
+$2.22M

Top Sells

1
+$9.16M
2
+$4.73M
3
+$4.41M
4
MMM icon
3M
MMM
+$3.54M
5
TT icon
Trane Technologies
TT
+$2.24M

Sector Composition

1 Technology 23.68%
2 Industrials 16.95%
3 Healthcare 14.3%
4 Consumer Staples 14.21%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.48M 0.09%
31,886
-4,010
127
$2.45M 0.09%
10,850
128
$2.34M 0.08%
5,019
+370
129
$2.32M 0.08%
66,753
-12,420
130
$2.27M 0.08%
33,580
131
$2.26M 0.08%
5,070
-4,330
132
$2.1M 0.07%
74,081
-4,805
133
$2.08M 0.07%
5,110
134
$2.02M 0.07%
56,785
-2,769
135
$2M 0.07%
25,550
-2,190
136
$1.96M 0.07%
35,166
137
$1.94M 0.07%
3,991
138
$1.75M 0.06%
3,210
+460
139
$1.71M 0.06%
15,973
140
$1.66M 0.06%
32,864
141
$1.66M 0.06%
9,571
142
$1.65M 0.06%
22,200
-3,000
143
$1.6M 0.06%
25,460
-500
144
$1.58M 0.06%
82,678
-59,833
145
$1.53M 0.05%
15,992
-1,433
146
$1.49M 0.05%
15,122
147
$1.46M 0.05%
1,713
148
$1.41M 0.05%
5,813
149
$1.39M 0.05%
2,506
150
$1.26M 0.04%
5,613
4 5
6
7 8