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
$2.11B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$1.54M
3
+$1.08M
4
CVX icon
Chevron
CVX
+$931K
5
KHC icon
Kraft Heinz
KHC
+$728K

Top Sells

1
+$6.32M
2
+$4.61M
3
+$3.4M
4
NEM icon
Newmont
NEM
+$2.06M
5
FCX icon
Freeport-McMoran
FCX
+$2.06M

Sector Composition

1 Consumer Staples 19.76%
2 Healthcare 18.22%
3 Industrials 17.34%
4 Technology 12.47%
5 Energy 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$308K 0.01%
3,150
177
$303K 0.01%
2,250
178
$301K 0.01%
6,600
179
$297K 0.01%
2,937
180
$293K 0.01%
2,100
181
$290K 0.01%
3,246
182
$289K 0.01%
1,525
183
$282K 0.01%
1,300
184
$279K 0.01%
9,947
185
$276K 0.01%
4,955
186
$268K 0.01%
10,303
187
$268K 0.01%
5,614
-300
188
$267K 0.01%
13,200
189
$263K 0.01%
3,800
190
$259K 0.01%
4,900
191
$256K 0.01%
15,800
192
$254K 0.01%
6,500
193
$241K 0.01%
+4,450
194
$234K 0.01%
13,000
195
$233K 0.01%
5,238
196
$219K 0.01%
40,857
-18,297
197
$216K 0.01%
+1,800
198
$212K 0.01%
+624
199
$202K 0.01%
9,000
200
$181K 0.01%
27,192
5 6 7
8
9