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
$2.16B
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1 +$1.8M
2 +$1.15M
3 +$1.04M
4
AAPL icon
Apple
AAPL
+$654K
5
BP icon
BP
BP
+$611K

Top Sells

1 +$1.58M
2 +$1.53M
3 +$1.44M
4
CVX icon
Chevron
CVX
+$1.32M
5
TT icon
Trane Technologies
TT
+$1.08M

Sector Composition

1 Industrials 17.29%
2 Consumer Staples 17.23%
3 Healthcare 16.44%
4 Technology 12.25%
5 Energy 11.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$456K 0.02%
13,200
+4,600
152
$451K 0.02%
8,800
-4,000
153
$449K 0.02%
11,976
154
$447K 0.02%
2,937
155
$437K 0.02%
16,600
156
$425K 0.02%
11,500
157
$416K 0.02%
3,150
158
$415K 0.02%
4,955
159
$414K 0.02%
+15,400
160
$391K 0.02%
24,633
-1,071
161
$390K 0.02%
9,000
162
$365K 0.02%
11,123
163
$359K 0.02%
6,850
164
$353K 0.02%
+10,400
165
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7,350
166
$351K 0.02%
10,700
+3,465
167
$349K 0.02%
3,400
168
$342K 0.02%
4,150
-452
169
$339K 0.02%
5,000
170
$334K 0.02%
510
171
$323K 0.02%
5,625
172
$309K 0.01%
10,525
173
$307K 0.01%
3,800
174
$307K 0.01%
9,500
175
$303K 0.01%
6,714