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
$1.92B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$921K
3 +$914K
4
WAB icon
Wabtec
WAB
+$853K
5
KO icon
Coca-Cola
KO
+$554K

Top Sells

1 +$2.75M
2 +$1.38M
3 +$1.31M
4
BA icon
Boeing
BA
+$880K
5
MSFT icon
Microsoft
MSFT
+$790K

Sector Composition

1 Industrials 18.57%
2 Consumer Staples 17.38%
3 Healthcare 16.33%
4 Technology 15.75%
5 Energy 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$296K 0.02%
7,250
177
$272K 0.01%
+5,550
178
$269K 0.01%
5,000
179
$269K 0.01%
5,200
180
$268K 0.01%
9,000
181
$266K 0.01%
5,000
182
$257K 0.01%
10,000
183
$257K 0.01%
1,600
184
$246K 0.01%
8,926
-333
185
$224K 0.01%
+2,600
186
$216K 0.01%
+14,000
187
$202K 0.01%
11,096
188
$202K 0.01%
+4,200
189
$147K 0.01%
896
190
$86K ﹤0.01%
10,000
191
$45K ﹤0.01%
24,592
-1,100
192
$26K ﹤0.01%
200
193
-3,000