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
$2.37B
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1 +$2.9M
2 +$1.26M
3 +$957K
4
NEE icon
NextEra Energy
NEE
+$918K
5
OXY icon
Occidental Petroleum
OXY
+$796K

Top Sells

1 +$3.2M
2 +$2.77M
3 +$1.55M
4
PFE icon
Pfizer
PFE
+$1.11M
5
PG icon
Procter & Gamble
PG
+$1.04M

Sector Composition

1 Industrials 18.88%
2 Consumer Staples 18.66%
3 Healthcare 16.19%
4 Technology 13.58%
5 Energy 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$591K 0.03%
5,600
152
$576K 0.02%
14,915
153
$535K 0.02%
7,250
154
$520K 0.02%
13,200
155
$515K 0.02%
4,800
156
$495K 0.02%
9,696
157
$485K 0.02%
2,937
158
$477K 0.02%
6,400
159
$467K 0.02%
1,683
160
$432K 0.02%
6,000
161
$432K 0.02%
6,300
+3,150
162
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4,500
163
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12,600
164
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165
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166
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2,100
167
$393K 0.02%
10,500
168
$366K 0.02%
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169
$366K 0.02%
12,732
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170
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2,500
171
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4,955
172
$335K 0.01%
4,600
173
$324K 0.01%
3,000
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174
$305K 0.01%
3,040
175
$297K 0.01%
9,125
-400