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
$2.61B
AUM Growth
-$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.74M
3
+$1.68M
4
NVDA icon
NVIDIA
NVDA
+$1.48M
5
VZ icon
Verizon
VZ
+$1.23M

Top Sells

1
+$1.81M
2
+$1.56M
3
+$1.4M
4
PG icon
Procter & Gamble
PG
+$1.13M
5
MPC icon
Marathon Petroleum
MPC
+$1.05M

Sector Composition

1 Technology 21.34%
2 Healthcare 16.65%
3 Industrials 15.97%
4 Consumer Staples 15.27%
5 Energy 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$790K 0.03%
+5,075
152
$774K 0.03%
4,279
153
$729K 0.03%
8,500
154
$722K 0.03%
2,010
+1,080
155
$715K 0.03%
9,510
156
$683K 0.03%
9,518
-36
157
$673K 0.03%
11,895
158
$669K 0.03%
4,900
159
$664K 0.03%
1,598
160
$654K 0.03%
13,500
161
$649K 0.02%
7,990
+228
162
$626K 0.02%
+1,525
163
$618K 0.02%
13,467
164
$592K 0.02%
2,382
165
$539K 0.02%
16,000
166
$507K 0.02%
3,200
167
$506K 0.02%
12,170
+1,000
168
$416K 0.02%
14,000
169
$393K 0.02%
800
170
$391K 0.02%
6,300
171
$371K 0.01%
22,300
172
$341K 0.01%
13,248
173
$339K 0.01%
960
174
$332K 0.01%
11,200
175
$304K 0.01%
2,760
4 5 6
7
8