MHC
Meyer Handelman Company Portfolio holdings
AUM
$3.03B
This Quarter Return
+7.3%
1 Year Return
+17.75%
3 Year Return
+65.29%
5 Year Return
+125.22%
10 Year Return
+235.94%
AUM
$2.08B
AUM Growth
+$2.08B
(+5.4%)
Cap. Flow
-$18.4M
Cap. Flow
% of AUM
-0.88%
Top 10 Holdings %
Top 10 Hldgs %
29.18%
Holding
198
New
8
Increased
24
Reduced
70
Closed
8
Top Buys
| 1 |
PARA
Paramount Global Class B
PARA
|
$2.64M |
| 2 |
Cisco
CSCO
|
$2.21M |
| 3 |
Relmada Therapeutics
RLMD
|
$1.19M |
| 4 |
NVIDIA
NVDA
|
$711K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$695K |
Top Sells
| 1 |
MetLife
MET
|
$2.14M |
| 2 |
Occidental Petroleum
OXY
|
$1.87M |
| 3 |
Honeywell
HON
|
$1.77M |
| 4 |
Schlumberger
SLB
|
$1.32M |
| 5 |
Corteva
CTVA
|
$1.28M |
Sector Composition
| 1 | Consumer Staples | 18.49% |
| 2 | Industrials | 17.77% |
| 3 | Technology | 17.01% |
| 4 | Healthcare | 16.69% |
| 5 | Energy | 7.26% |
