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
$1.95B
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$3.27M
3
+$1.28M
4
BSX icon
Boston Scientific
BSX
+$864K
5
APTV icon
Aptiv
APTV
+$719K

Top Sells

1
+$7.32M
2
+$6.9M
3
+$4.25M
4
DVN icon
Devon Energy
DVN
+$1.71M
5
ALL icon
Allstate
ALL
+$1.5M

Sector Composition

1 Industrials 18.13%
2 Consumer Staples 16.96%
3 Healthcare 16%
4 Technology 15.47%
5 Energy 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$643K 0.03%
15,000
152
$641K 0.03%
13,200
153
$633K 0.03%
15,000
154
$610K 0.03%
2,500
155
$605K 0.03%
9,050
156
$583K 0.03%
11,834
157
$567K 0.03%
7,250
158
$566K 0.03%
12,074
-1
159
$554K 0.03%
7,600
160
$534K 0.03%
62,300
161
$523K 0.03%
9,696
162
$518K 0.03%
15,800
163
$517K 0.03%
9,900
164
$514K 0.03%
9,500
165
$500K 0.03%
2,100
166
$459K 0.02%
9,100
167
$447K 0.02%
4,800
168
$440K 0.02%
6,000
169
$421K 0.02%
12,600
170
$394K 0.02%
4,600
171
$385K 0.02%
3,040
172
$382K 0.02%
2,646
173
$368K 0.02%
3,000
174
$353K 0.02%
+1,902
175
$335K 0.02%
4,900
4 5 6
7
8