MHC
Meyer Handelman Company Portfolio holdings
AUM
$3.03B
1-Year Return
17.75%
This Quarter Return
-8.74%
1 Year Return
+17.75%
3 Year Return
+65.29%
5 Year Return
+125.22%
10 Year Return
+235.94%
AUM
$2.33B
AUM Growth
-$276M
(-11%)
Cap. Flow
-$12.1M
Cap. Flow
% of AUM
-0.52%
Top 10 Holdings %
Top 10 Hldgs %
30.68%
Holding
190
New
1
Increased
26
Reduced
79
Closed
2
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$2.25M |
| 2 |
Amazon
AMZN
|
$1.45M |
| 3 |
Warner Bros
WBD
|
$1.18M |
| 4 |
Salesforce
CRM
|
$792K |
| 5 |
S&P Global
SPGI
|
$790K |
Top Sells
| 1 |
AT&T
T
|
$2.72M |
| 2 |
Marathon Petroleum
MPC
|
$1.76M |
| 3 |
Bristol-Myers Squibb
BMY
|
$1.45M |
| 4 |
Chevron
CVX
|
$1.28M |
| 5 |
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% |
