MHC

Meyer Handelman Company Portfolio holdings

AUM $3.16B
1-Year Est. Return 17.29%
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$53.7M
2
+$4.19M
3
+$2.14M
4
CI icon
Cigna
CI
+$1.96M
5
SLB icon
SLB Ltd
SLB
+$1.78M

Top Sells

1
+$44.1M
2
+$12.8M
3
+$12.4M
4
HD icon
Home Depot
HD
+$11.2M
5
MCD icon
McDonald's
MCD
+$10.3M

Sector Composition

1 Industrials 19.12%
2 Consumer Staples 16.46%
3 Healthcare 15.77%
4 Technology 14.01%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$608K 0.03%
15,800
152
$606K 0.03%
9,500
153
$597K 0.03%
2,937
154
$551K 0.03%
11,750
-5,250
155
$547K 0.03%
1,764
+81
156
$534K 0.02%
7,250
157
$524K 0.02%
4,800
158
$514K 0.02%
9,696
159
$481K 0.02%
13,200
160
$479K 0.02%
4,500
161
$471K 0.02%
12,600
162
$453K 0.02%
10,500
163
$444K 0.02%
6,300
164
$438K 0.02%
9,900
165
$433K 0.02%
+7,125
166
$433K 0.02%
6,000
167
$427K 0.02%
9,100
168
$417K 0.02%
6,888
169
$399K 0.02%
2,100
170
$373K 0.02%
2,500
171
$370K 0.02%
4,600
172
$356K 0.02%
7,788
+2,700
173
$349K 0.02%
3,000
174
$348K 0.02%
2,646
175
$347K 0.02%
7,600
4 5 6
7
8