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
$3.16B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$7.68M
2
+$2.71M
3
+$2.06M
4
V icon
Visa
V
+$2.01M
5
AMZN icon
Amazon
AMZN
+$1.74M

Top Sells

1
+$8.97M
2
+$4.69M
3
+$4.01M
4
ETR icon
Entergy
ETR
+$3.79M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.45M

Sector Composition

1 Technology 25.26%
2 Industrials 17.46%
3 Consumer Staples 12.04%
4 Healthcare 12.03%
5 Financials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.41M 0.08%
131,628
-112,262
127
$2.34M 0.07%
14,932
-190
128
$2.25M 0.07%
19,683
-100
129
$2.15M 0.07%
3,369
-622
130
$2.08M 0.07%
90,858
-43,013
131
$2.07M 0.07%
3,110
132
$2.04M 0.06%
82,950
-30,049
133
$1.87M 0.06%
26,284
134
$1.86M 0.06%
24,718
-500
135
$1.85M 0.06%
18,870
136
$1.83M 0.06%
19,490
-200
137
$1.81M 0.06%
5,613
138
$1.8M 0.06%
31,656
-1,208
139
$1.77M 0.06%
52,705
-24,212
140
$1.68M 0.05%
16,525
-500
141
$1.66M 0.05%
32,992
-2,312
142
$1.63M 0.05%
13,236
143
$1.61M 0.05%
2,860
-612
144
$1.55M 0.05%
14,268
+3,979
145
$1.53M 0.05%
1,658
146
$1.51M 0.05%
5,813
147
$1.36M 0.04%
54,667
-10,151
148
$1.35M 0.04%
47,928
-2,000
149
$1.27M 0.04%
2,615
-440
150
$1.27M 0.04%
25,900
-600
4 5
6
7 8