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
$2.11B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$1.54M
3
+$1.08M
4
CVX icon
Chevron
CVX
+$931K
5
KHC icon
Kraft Heinz
KHC
+$728K

Top Sells

1
+$6.32M
2
+$4.61M
3
+$3.4M
4
NEM icon
Newmont
NEM
+$2.06M
5
FCX icon
Freeport-McMoran
FCX
+$2.06M

Sector Composition

1 Consumer Staples 19.76%
2 Healthcare 18.22%
3 Industrials 17.34%
4 Technology 12.47%
5 Energy 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$528K 0.03%
8,800
152
$503K 0.02%
32,285
153
$491K 0.02%
15,000
-46,400
154
$489K 0.02%
7,450
155
$482K 0.02%
11,696
156
$455K 0.02%
9,500
157
$451K 0.02%
510
158
$446K 0.02%
15,800
159
$443K 0.02%
12,200
160
$428K 0.02%
4,800
161
$418K 0.02%
8,850
-1,000
162
$416K 0.02%
16,200
163
$411K 0.02%
3,300
164
$410K 0.02%
8,600
165
$395K 0.02%
3,800
166
$393K 0.02%
4,500
167
$384K 0.02%
9,000
168
$358K 0.02%
6,400
169
$348K 0.02%
13,200
170
$344K 0.02%
9,100
171
$329K 0.02%
3,500
172
$328K 0.02%
7,154
173
$326K 0.02%
16,475
174
$322K 0.02%
11,500
175
$317K 0.02%
5,000
5 6
7
8 9