MHC
Meyer Handelman Company Portfolio holdings
AUM
$3.03B
This Quarter Return
+3.25%
1 Year Return
+17.75%
3 Year Return
+65.29%
5 Year Return
+125.22%
10 Year Return
+235.94%
AUM
$1.95B
AUM Growth
+$1.95B
(+1.6%)
Cap. Flow
-$91.7M
Cap. Flow
% of AUM
-4.7%
Top 10 Holdings %
Top 10 Hldgs %
29.62%
Holding
197
New
3
Increased
21
Reduced
86
Closed
6
Top Buys
| 1 |
Dow Inc
DOW
|
$16.2M |
| 2 |
Corteva
CTVA
|
$9.4M |
| 3 |
Schlumberger
SLB
|
$942K |
| 4 |
Amgen
AMGN
|
$921K |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$708K |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$50.9M |
| 2 |
Pfizer
PFE
|
$4.58M |
| 3 |
Honeywell
HON
|
$4.11M |
| 4 |
Exxon Mobil
XOM
|
$3.7M |
| 5 |
Trane Technologies
TT
|
$3.36M |
Sector Composition
| 1 | Industrials | 18.37% |
| 2 | Consumer Staples | 18.09% |
| 3 | Technology | 16.25% |
| 4 | Healthcare | 16.22% |
| 5 | Energy | 7.96% |
