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
$2.68B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.18M
3
+$1.18M
4
AMGN icon
Amgen
AMGN
+$1.12M
5
C icon
Citigroup
C
+$1.12M

Top Sells

1
+$2.05M
2
+$1.79M
3
+$1.48M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
PANW icon
Palo Alto Networks
PANW
+$920K

Sector Composition

1 Technology 22.21%
2 Industrials 17.39%
3 Healthcare 16.01%
4 Consumer Staples 15.43%
5 Consumer Discretionary 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$779K 0.03%
15,122
+4,122
152
$733K 0.03%
32,545
+4,167
153
$731K 0.03%
4,279
+79
154
$699K 0.03%
11,895
155
$669K 0.02%
4,900
156
$660K 0.02%
9,554
+36
157
$585K 0.02%
+32,299
158
$574K 0.02%
7,762
-238
159
$560K 0.02%
13,467
+4,000
160
$557K 0.02%
11,170
+1,760
161
$548K 0.02%
1,598
-2,200
162
$534K 0.02%
3,200
163
$527K 0.02%
13,500
+4,500
164
$519K 0.02%
16,000
165
$508K 0.02%
2,382
-1,660
166
$494K 0.02%
6,300
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167
$489K 0.02%
11,200
+1,200
168
$448K 0.02%
14,000
169
$371K 0.01%
800
170
$365K 0.01%
4,200
-4,200
171
$364K 0.01%
13,248
172
$362K 0.01%
10,437
-2,012
173
$351K 0.01%
5,000
174
$351K 0.01%
1,357
+57
175
$333K 0.01%
22,300
+6,000
4 5 6
7
8