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
$3.22B
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$7.67M
3
+$5.91M
4
OMC icon
Omnicom Group
OMC
+$4.21M
5
RGLD icon
Royal Gold
RGLD
+$3.87M

Top Sells

1
+$7.78M
2
+$7.68M
3
+$4.3M
4
ADBE icon
Adobe
ADBE
+$3.59M
5
OTIS icon
Otis Worldwide
OTIS
+$2.87M

Sector Composition

1 Technology 23.25%
2 Industrials 17.22%
3 Healthcare 13.11%
4 Consumer Staples 11.22%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
C icon
151
Citigroup
C
$224B
$1.16M 0.04%
10,225
-800
IEMG icon
152
iShares Core MSCI Emerging Markets ETF
IEMG
$167B
$1.15M 0.04%
+16,474
MTRN icon
153
Materion
MTRN
$4.78B
$1.14M 0.04%
7,900
MELI icon
154
Mercado Libre
MELI
$84.8B
$1.1M 0.03%
637
+193
DE icon
155
Deere & Co
DE
$156B
$1.1M 0.03%
1,955
SEE
156
DELISTED
Sealed Air
SEE
$1.07M 0.03%
25,500
WY icon
157
Weyerhaeuser
WY
$17.6B
$1.01M 0.03%
41,290
-300
HSY icon
158
Hershey
HSY
$37.3B
$998K 0.03%
4,800
WCN
159
Waste Connections
WCN
$37.9B
$983K 0.03%
6,049
SPGI icon
160
S&P Global
SPGI
$124B
$951K 0.03%
2,235
-755
POST icon
161
Post Holdings
POST
$4.11B
$939K 0.03%
9,500
PNR icon
162
Pentair
PNR
$11.5B
$938K 0.03%
10,770
ALV icon
163
Autoliv
ALV
$9.86B
$919K 0.03%
8,736
BAX icon
164
Baxter International
BAX
$9.65B
$916K 0.03%
54,552
-46,100
AVGO icon
165
Broadcom
AVGO
$2.28T
$913K 0.03%
2,950
-300
VLTO icon
166
Veralto
VLTO
$20.2B
$913K 0.03%
10,326
GSK icon
167
GSK
GSK
$98.3B
$885K 0.03%
16,027
-1,305
SLB icon
168
SLB Ltd
SLB
$84.6B
$885K 0.03%
17,212
+4,900
ALB icon
169
Albemarle
ALB
$20.3B
$880K 0.03%
4,900
ZTS icon
170
Zoetis
ZTS
$32B
$800K 0.02%
6,771
CAG icon
171
Conagra Brands
CAG
$6.15B
$798K 0.02%
50,785
-16,575
FE icon
172
FirstEnergy
FE
$26.2B
$753K 0.02%
14,867
-165
OXY icon
173
Occidental Petroleum
OXY
$58.8B
$744K 0.02%
11,450
-1,800
FAST icon
174
Fastenal
FAST
$51.4B
$650K 0.02%
14,000
WM icon
175
Waste Management
WM
$85.1B
$638K 0.02%
2,775
5 6
7
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