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
$1.88B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$3.46M
3
+$2.16M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.18M
5
WFC icon
Wells Fargo
WFC
+$981K

Top Sells

1
+$3.38M
2
+$3.24M
3
+$1.6M
4
AAPL icon
Apple
AAPL
+$1.54M
5
AMGN icon
Amgen
AMGN
+$1.08M

Sector Composition

1 Technology 19.86%
2 Consumer Staples 18.7%
3 Healthcare 17.48%
4 Industrials 16.02%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$687K 0.04%
30,000
152
$630K 0.03%
7,250
153
$623K 0.03%
+1,720
154
$622K 0.03%
4,800
155
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156
$597K 0.03%
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157
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158
$555K 0.03%
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159
$552K 0.03%
2,100
160
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13,500
161
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8,500
162
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163
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164
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165
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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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3,200
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173
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174
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20,564
-8,016
175
$315K 0.02%
10,722
4 5 6
7
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