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
$2.08B
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.51M
3
+$1.16M
4
FCX icon
Freeport-McMoran
FCX
+$1.14M
5
VZ icon
Verizon
VZ
+$1.02M

Top Sells

1
+$6.85M
2
+$1.1M
3
+$730K
4
XOM icon
Exxon Mobil
XOM
+$684K
5
HON icon
Honeywell
HON
+$627K

Sector Composition

1 Consumer Staples 17.48%
2 Industrials 17.47%
3 Healthcare 16.7%
4 Technology 12.33%
5 Energy 11.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$260K 0.01%
30,192
177
$253K 0.01%
15,000
178
$243K 0.01%
4,500
-500
179
$236K 0.01%
7,235
180
$227K 0.01%
3,246
181
$221K 0.01%
3,343
-685
182
$211K 0.01%
10,303
183
$211K 0.01%
+8,625
184
$209K 0.01%
+2,100
185
$208K 0.01%
2,750
186
$205K 0.01%
5,800
187
– –
-90,417
4 5 6 7
8