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
$1.82B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$82.1M
2
+$72.6M
3
+$70.9M
4
KMB icon
Kimberly-Clark
KMB
+$60.8M
5
XOM icon
Exxon Mobil
XOM
+$60.3M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 18.95%
2 Industrials 17.19%
3 Healthcare 15.75%
4 Technology 11.9%
5 Energy 11.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$399K 0.02%
+6,400
152
$395K 0.02%
+3,900
153
$385K 0.02%
+4,955
154
$347K 0.02%
+12,376
155
$346K 0.02%
+10,525
156
$332K 0.02%
+7,114
157
$325K 0.02%
+9,000
158
$315K 0.02%
+5,525
159
$312K 0.02%
+11,500
160
$300K 0.02%
+7,350
161
$294K 0.02%
+3,400
162
$286K 0.02%
+4,602
163
$283K 0.02%
+5,000
164
$280K 0.02%
+3,950
165
$278K 0.02%
+2,783
166
$269K 0.01%
+510
167
$266K 0.01%
+11,123
168
$260K 0.01%
+11,000
169
$258K 0.01%
+14,500
170
$245K 0.01%
+6,250
171
$240K 0.01%
+3,800
172
$223K 0.01%
+5,000
173
$222K 0.01%
+15,000
174
$210K 0.01%
+4,028
175
$208K 0.01%
+10,303
3 4 5 6
7