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
$2.16B
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.15M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$654K
5
BP icon
BP
BP
+$611K

Top Sells

1
+$1.58M
2
+$1.53M
3
+$1.44M
4
CVX icon
Chevron
CVX
+$1.32M
5
TT icon
Trane Technologies
TT
+$1.08M

Sector Composition

1 Industrials 17.29%
2 Consumer Staples 17.23%
3 Healthcare 16.44%
4 Technology 12.25%
5 Energy 11.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$283K 0.01%
10,303
177
$273K 0.01%
30,192
178
$254K 0.01%
2,433
-350
179
$253K 0.01%
8,625
180
$246K 0.01%
3,343
181
$236K 0.01%
6,962
-2,361
182
$226K 0.01%
2,100
183
$223K 0.01%
+1,525
184
$223K 0.01%
3,246
185
$222K 0.01%
2,750
186
$220K 0.01%
4,500
187
$218K 0.01%
+9,013
188
$208K 0.01%
5,800
189
$195K 0.01%
13,000
-2,000
190
– –
-5,525
4 5 6 7
8