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
$2.57B
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$1.62M
3
+$1.57M
4
META icon
Meta Platforms (Facebook)
META
+$1.06M
5
VLTO icon
Veralto
VLTO
+$1.04M

Top Sells

1
+$20.9M
2
+$17.1M
3
+$7.57M
4
PG icon
Procter & Gamble
PG
+$7.55M
5
MRK icon
Merck
MRK
+$4.02M

Sector Composition

1 Technology 22.37%
2 Industrials 17.81%
3 Healthcare 14.46%
4 Consumer Staples 14.43%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$920K 0.04%
7,040
-3,250
152
$895K 0.03%
4,800
153
$880K 0.03%
5,600
154
$874K 0.03%
23,587
155
$842K 0.03%
13,500
156
$816K 0.03%
5,650
+750
157
$770K 0.03%
6,450
158
$669K 0.03%
8,318
159
$592K 0.02%
1,660
-3,450
160
$584K 0.02%
4,900
161
$574K 0.02%
15,667
-1,000
162
$573K 0.02%
3,200
163
$529K 0.02%
10,860
164
$479K 0.02%
11,290
165
$457K 0.02%
9,733
-3,232
166
$453K 0.02%
14,000
167
$446K 0.02%
6,300
168
$426K 0.02%
5,495
-2,280
169
$409K 0.02%
5,950
+2,179
170
$377K 0.01%
800
171
$361K 0.01%
7,990
172
$351K 0.01%
+26,675
173
$349K 0.01%
2,628
174
$335K 0.01%
5,000
175
$335K 0.01%
3,000
5 6
7
8 9