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
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.09M
3
+$534K
4
APC
Anadarko Petroleum
APC
+$466K
5
AAPL icon
Apple
AAPL
+$272K

Top Sells

1
+$2.12M
2
+$1.72M
3
+$1.01M
4
PEP icon
PepsiCo
PEP
+$851K
5
VZ icon
Verizon
VZ
+$743K

Sector Composition

1 Consumer Staples 20.23%
2 Industrials 17.76%
3 Healthcare 16.72%
4 Technology 12.8%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$305K 0.01%
11,500
177
$304K 0.01%
5,000
178
$303K 0.01%
9,100
179
$301K 0.01%
27,192
180
$297K 0.01%
2,250
181
$292K 0.01%
2,100
182
$288K 0.01%
1,300
183
$287K 0.01%
4,955
184
$284K 0.01%
9,662
-285
185
$284K 0.01%
12,600
-600
186
$279K 0.01%
1,525
187
$268K 0.01%
38,287
-2,570
188
$266K 0.01%
3,246
189
$265K 0.01%
4,900
190
$258K 0.01%
2,937
191
$256K 0.01%
5,238
192
$244K 0.01%
15,800
193
$238K 0.01%
6,500
194
$227K 0.01%
9,000
195
$215K 0.01%
+3,625
196
$213K 0.01%
624
197
$212K 0.01%
+4,600
198
$207K 0.01%
11,600
199
$206K 0.01%
4,450
200
$206K 0.01%
+2,646
5 6 7
8
9