MHC
Meyer Handelman Company Portfolio holdings
AUM
$3.03B
1-Year Return
17.75%
This Quarter Return
+12.63%
1 Year Return
+17.75%
3 Year Return
+65.29%
5 Year Return
+125.22%
10 Year Return
+235.94%
AUM
$2.21B
AUM Growth
+$247M
(+13%)
Cap. Flow
+$31.2M
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
30.39%
Holding
193
New
12
Increased
79
Reduced
44
Closed
5
Top Buys
| 1 |
Viatris
VTRS
|
$2.92M |
| 2 |
Microsoft
MSFT
|
$1.77M |
| 3 |
PARA
Paramount Global Class B
PARA
|
$1.73M |
| 4 |
Apple
AAPL
|
$1.62M |
| 5 |
Illinois Tool Works
ITW
|
$1.59M |
Top Sells
| 1 |
Pfizer
PFE
|
$2.14M |
| 2 |
Corteva
CTVA
|
$1.6M |
| 3 |
Nucor
NUE
|
$1.12M |
| 4 |
Walmart
WMT
|
$989K |
| 5 |
Mondelez International
MDLZ
|
$948K |
Sector Composition
| 1 | Technology | 20.11% |
| 2 | Industrials | 18.31% |
| 3 | Consumer Staples | 17.57% |
| 4 | Healthcare | 15.96% |
| 5 | Consumer Discretionary | 6.09% |
