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
$2.37B
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.26M
3
+$957K
4
NEE icon
NextEra Energy
NEE
+$918K
5
OXY icon
Occidental Petroleum
OXY
+$796K

Top Sells

1
+$3.2M
2
+$2.77M
3
+$1.55M
4
PFE icon
Pfizer
PFE
+$1.11M
5
PG icon
Procter & Gamble
PG
+$1.04M

Sector Composition

1 Industrials 18.88%
2 Consumer Staples 18.66%
3 Healthcare 16.19%
4 Technology 13.58%
5 Energy 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$294K 0.01%
7,600
177
$289K 0.01%
2,646
178
$286K 0.01%
+7,250
179
$279K 0.01%
4,900
180
$273K 0.01%
2,100
181
$265K 0.01%
11,000
182
$259K 0.01%
5,000
183
$244K 0.01%
5,088
184
$231K 0.01%
6,950
185
$231K 0.01%
9,000
186
$224K 0.01%
2,873
-373
187
$220K 0.01%
3,000
188
$126K 0.01%
27,192
189
$74K ﹤0.01%
+10,000
190
– –
-4,500
191
– –
-7,250
4 5 6 7
8