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
$2.33B
AUM Growth
-$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.45M
3
+$1.18M
4
CRM icon
Salesforce
CRM
+$792K
5
SPGI icon
S&P Global
SPGI
+$790K

Top Sells

1
+$2.72M
2
+$1.76M
3
+$1.45M
4
CVX icon
Chevron
CVX
+$1.28M
5
MDT icon
Medtronic
MDT
+$1.2M

Sector Composition

1 Technology 20.09%
2 Healthcare 18.25%
3 Consumer Staples 16.8%
4 Industrials 14.97%
5 Energy 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$790K 0.03%
15,122
152
$726K 0.03%
26,284
-294
153
$721K 0.03%
4,279
154
$639K 0.03%
9,510
155
$627K 0.03%
8,500
156
$623K 0.03%
9,518
157
$618K 0.03%
32,545
158
$590K 0.03%
12,170
159
$570K 0.02%
11,895
160
$565K 0.02%
13,500
161
$558K 0.02%
4,900
162
$517K 0.02%
13,467
163
$516K 0.02%
2,136
-246
164
$490K 0.02%
3,200
165
$451K 0.02%
2,010
166
$419K 0.02%
1,400
-198
167
$399K 0.02%
16,000
168
$386K 0.02%
800
169
$369K 0.02%
7,990
170
$349K 0.02%
14,000
171
$349K 0.02%
13,248
172
$330K 0.01%
6,300
173
$286K 0.01%
2,700
174
$262K 0.01%
960
175
$261K 0.01%
2,760
4 5 6
7
8