MHC

Meyer Handelman Company Portfolio holdings

AUM $3.16B
1-Year Est. Return 17.28%
This Quarter Est. Return
1 Year Est. Return
+17.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.51M
3
+$1.16M
4
FCX icon
Freeport-McMoran
FCX
+$1.14M
5
VZ icon
Verizon
VZ
+$1.02M

Top Sells

1
+$6.85M
2
+$1.1M
3
+$730K
4
XOM icon
Exxon Mobil
XOM
+$684K
5
HON icon
Honeywell
HON
+$627K

Sector Composition

1 Consumer Staples 17.48%
2 Industrials 17.47%
3 Healthcare 16.7%
4 Technology 12.33%
5 Energy 11.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$434K 0.02%
5,238
152
$427K 0.02%
4,300
153
$426K 0.02%
3,150
154
$425K 0.02%
6,400
155
$422K 0.02%
11,976
156
$416K 0.02%
6,900
+600
157
$415K 0.02%
4,955
158
$390K 0.02%
11,500
159
$387K 0.02%
5,625
+1,675
160
$386K 0.02%
9,000
161
$362K 0.02%
6,850
162
$360K 0.02%
7,350
163
$342K 0.02%
5,000
164
$331K 0.02%
11,123
165
$331K 0.02%
3,400
166
$323K 0.02%
4,602
167
$317K 0.02%
+8,600
168
$304K 0.01%
9,323
169
$304K 0.01%
510
170
$302K 0.01%
3,800
171
$302K 0.01%
2,783
172
$301K 0.01%
10,525
173
$282K 0.01%
6,714
174
$275K 0.01%
+9,500
175
$274K 0.01%
5,525
4 5 6
7
8