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
$2.48B
AUM Growth
+$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.28M
3
+$1.56M
4
CVX icon
Chevron
CVX
+$1.48M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.38M

Top Sells

1
+$7.51M
2
+$2.84M
3
+$2.19M
4
MRK icon
Merck
MRK
+$1.37M
5
IP icon
International Paper
IP
+$1.34M

Sector Composition

1 Technology 21.83%
2 Industrials 16.93%
3 Consumer Staples 15.92%
4 Healthcare 15.34%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$841K 0.03%
2,075
-100
152
$841K 0.03%
23,587
-1,200
153
$789K 0.03%
18,631
154
$780K 0.03%
13,500
+4,500
155
$771K 0.03%
4,300
-1,500
156
$671K 0.03%
12,965
157
$648K 0.03%
7,775
+170
158
$648K 0.03%
16,667
+3,200
159
$638K 0.03%
11,290
160
$601K 0.02%
6,450
161
$599K 0.02%
8,318
162
$555K 0.02%
3,200
163
$548K 0.02%
4,900
164
$524K 0.02%
10,860
-620
165
$472K 0.02%
6,300
166
$459K 0.02%
2,345
167
$413K 0.02%
14,000
168
$383K 0.02%
16,000
169
$355K 0.01%
800
170
$330K 0.01%
13,248
171
$328K 0.01%
2,600
172
$327K 0.01%
960
173
$306K 0.01%
1,357
174
$287K 0.01%
5,000
175
$285K 0.01%
2,100
4 5 6
7
8