MHC

Meyer Handelman Company Portfolio holdings

AUM $3.16B
1-Year Est. Return 17.29%
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$53.7M
2
+$4.19M
3
+$2.14M
4
CI icon
Cigna
CI
+$1.96M
5
SLB icon
SLB Ltd
SLB
+$1.78M

Top Sells

1
+$44.1M
2
+$12.8M
3
+$12.4M
4
HD icon
Home Depot
HD
+$11.2M
5
MCD icon
McDonald's
MCD
+$10.3M

Sector Composition

1 Industrials 19.12%
2 Consumer Staples 16.46%
3 Healthcare 15.77%
4 Technology 14.01%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$340K 0.02%
8,750
-375
177
$335K 0.02%
3,040
178
$329K 0.02%
5,311
+356
179
$316K 0.01%
11,096
-1,636
180
$306K 0.01%
2,100
181
$298K 0.01%
11,000
182
$294K 0.01%
4,900
183
$290K 0.01%
7,250
184
$267K 0.01%
5,000
185
$239K 0.01%
9,000
186
$235K 0.01%
3,000
187
$201K 0.01%
+1,600
188
$104K ﹤0.01%
27,192
189
$100K ﹤0.01%
10,000
190
– –
-2,873
191
– –
-6,950
192
– –
-546,226
193
– –
-41,500
4 5 6 7
8