MHC

Meyer Handelman Company Portfolio holdings

AUM $3.19B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.88M
3
+$2.72M
4
SOLV icon
Solventum
SOLV
+$2.53M
5
VZ icon
Verizon
VZ
+$2.22M

Top Sells

1
+$9.16M
2
+$4.73M
3
+$4.41M
4
MMM icon
3M
MMM
+$3.54M
5
TT icon
Trane Technologies
TT
+$2.24M

Sector Composition

1 Technology 23.68%
2 Industrials 16.95%
3 Healthcare 14.3%
4 Consumer Staples 14.21%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.24M 0.04%
17,100
+1,900
152
$1.24M 0.04%
26,284
153
$1.13M 0.04%
11,500
154
$1.06M 0.04%
6,049
155
$990K 0.03%
9,500
156
$952K 0.03%
12,420
-1,200
157
$908K 0.03%
23,587
158
$882K 0.03%
4,800
159
$859K 0.03%
16,831
-1,800
160
$858K 0.03%
3,467
161
$856K 0.03%
21,850
-2,346
162
$854K 0.03%
7,900
163
$833K 0.03%
6,450
164
$821K 0.03%
6,195
-145
165
$782K 0.03%
3,970
-3,640
166
$775K 0.03%
2,075
167
$654K 0.02%
9,000
168
$651K 0.02%
3,050
169
$649K 0.02%
4,125
170
$644K 0.02%
10,860
171
$588K 0.02%
4,300
172
$584K 0.02%
15,267
-400
173
$519K 0.02%
6,300
174
$502K 0.02%
4,998
175
$482K 0.02%
3,000
5 6
7
8 9