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
$2.53B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.16M
3
+$1.96M
4
CRM icon
Salesforce
CRM
+$1.44M
5
VZ icon
Verizon
VZ
+$1.22M

Top Sells

1
+$2M
2
+$1.34M
3
+$1.17M
4
COP icon
ConocoPhillips
COP
+$1.13M
5
CAT icon
Caterpillar
CAT
+$903K

Sector Composition

1 Technology 20.57%
2 Industrials 18.6%
3 Consumer Staples 15.59%
4 Healthcare 15.28%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$893K 0.04%
5,300
152
$879K 0.03%
11,895
153
$875K 0.03%
4,042
154
$873K 0.03%
4,200
155
$871K 0.03%
9,510
156
$846K 0.03%
6,198
157
$836K 0.03%
4,800
158
$738K 0.03%
14,480
159
$726K 0.03%
1,440
160
$712K 0.03%
11,520
161
$695K 0.03%
4,200
-800
162
$666K 0.03%
8,400
163
$665K 0.03%
16,000
164
$640K 0.03%
8,500
165
$630K 0.02%
+720
166
$628K 0.02%
11,000
167
$625K 0.02%
+10,450
168
$623K 0.02%
9,410
169
$616K 0.02%
10,000
+1,200
170
$590K 0.02%
9,518
171
$586K 0.02%
+1,466
172
$579K 0.02%
4,812
173
$574K 0.02%
29,490
174
$571K 0.02%
+2,116
175
$526K 0.02%
4,900
5 6
7
8 9