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
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$9.4M
3
+$942K
4
AMGN icon
Amgen
AMGN
+$921K
5
WBA
Walgreens Boots Alliance
WBA
+$708K

Top Sells

1
+$13.2M
2
+$4.58M
3
+$4.11M
4
XOM icon
Exxon Mobil
XOM
+$3.7M
5
TT icon
Trane Technologies
TT
+$3.36M

Sector Composition

1 Industrials 18.37%
2 Consumer Staples 18.09%
3 Technology 16.25%
4 Healthcare 16.22%
5 Energy 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$644K 0.03%
9,500
152
$643K 0.03%
4,800
153
$638K 0.03%
15,000
154
$626K 0.03%
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155
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156
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157
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158
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159
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4,600
160
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161
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162
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13,900
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163
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164
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-5,535
165
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-2,999
166
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167
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168
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169
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170
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171
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172
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173
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174
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7,250
175
$326K 0.02%
21,213
-10,448
4 5 6
7
8