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
$3.03B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.83M
3
+$2.28M
4
ADBE icon
Adobe
ADBE
+$2.28M
5
META icon
Meta Platforms (Facebook)
META
+$2.28M

Top Sells

1
+$7.72M
2
+$2.85M
3
+$2.5M
4
QCOM icon
Qualcomm
QCOM
+$2.15M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.13M

Sector Composition

1 Technology 24.63%
2 Industrials 17.9%
3 Consumer Staples 12.74%
4 Healthcare 12.56%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.45M 0.08%
19,783
-2,300
127
$2.44M 0.08%
10,590
128
$2.35M 0.08%
22,550
-1,378
129
$2.3M 0.08%
112,999
-122,600
130
$2.14M 0.07%
3,991
131
$1.95M 0.06%
32,864
132
$1.94M 0.06%
19,690
-500
133
$1.92M 0.06%
3,110
-100
134
$1.87M 0.06%
25,218
-2,526
135
$1.84M 0.06%
5,613
136
$1.82M 0.06%
3,472
-522
137
$1.76M 0.06%
18,870
138
$1.75M 0.06%
26,284
139
$1.72M 0.06%
76,917
-14,434
140
$1.67M 0.05%
64,818
-6,317
141
$1.64M 0.05%
1,658
142
$1.61M 0.05%
3,055
-200
143
$1.6M 0.05%
35,304
-3,837
144
$1.59M 0.05%
5,813
145
$1.48M 0.05%
13,236
146
$1.45M 0.05%
17,025
-645
147
$1.44M 0.05%
49,928
+495
148
$1.43M 0.05%
8,316
149
$1.38M 0.05%
26,500
-8,666
150
$1.32M 0.04%
42,400
-3,900
4 5
6
7 8