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
$2.21B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.77M
3
+$1.73M
4
AAPL icon
Apple
AAPL
+$1.62M
5
ITW icon
Illinois Tool Works
ITW
+$1.59M

Top Sells

1
+$2.14M
2
+$1.6M
3
+$1.12M
4
WMT icon
Walmart
WMT
+$989K
5
MDLZ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$784K 0.04%
4,142
152
$782K 0.04%
5,300
153
$731K 0.03%
4,800
154
$701K 0.03%
9,100
+650
155
$683K 0.03%
+11,520
156
$672K 0.03%
1,440
157
$665K 0.03%
16,000
158
$619K 0.03%
3,894
159
$604K 0.03%
8,400
160
$596K 0.03%
+29,490
161
$556K 0.03%
4,218
+1,278
162
$542K 0.02%
8,500
163
$533K 0.02%
11,619
+897
164
$487K 0.02%
8,530
+1,280
165
$457K 0.02%
4,900
166
$455K 0.02%
+2,700
167
$430K 0.02%
+8,024
168
$428K 0.02%
14,480
169
$411K 0.02%
9,696
170
$377K 0.02%
3,200
171
$370K 0.02%
60,000
172
$342K 0.02%
14,000
173
$332K 0.02%
6,398
-1,000
174
$325K 0.01%
491
175
$304K 0.01%
+6,198
4 5 6
7
8