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
$1.95B
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$3.27M
3
+$1.28M
4
BSX icon
Boston Scientific
BSX
+$864K
5
APTV icon
Aptiv
APTV
+$719K

Top Sells

1
+$7.32M
2
+$6.9M
3
+$4.25M
4
DVN icon
Devon Energy
DVN
+$1.71M
5
ALL icon
Allstate
ALL
+$1.5M

Sector Composition

1 Industrials 18.13%
2 Consumer Staples 16.96%
3 Healthcare 16%
4 Technology 15.47%
5 Energy 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$304K 0.02%
9,000
177
$288K 0.01%
896
178
$279K 0.01%
7,250
179
$272K 0.01%
10,000
180
$270K 0.01%
11,096
181
$263K 0.01%
5,000
182
$244K 0.01%
3,000
183
$238K 0.01%
+11,601
184
$236K 0.01%
6,350
-1,000
185
$224K 0.01%
1,600
186
$208K 0.01%
5,000
187
$204K 0.01%
4,955
188
$104K 0.01%
10,000
189
$64K ﹤0.01%
27,192
190
$28K ﹤0.01%
200
191
– –
-62,746
192
– –
-72,978
193
– –
-15,486
4 5 6 7
8