MHC

Meyer Handelman Company Portfolio holdings

AUM $3.19B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
-$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1 +$10M
2 +$2.56M
3 +$1.6M
4
AMZN icon
Amazon
AMZN
+$1.6M
5
CSCO icon
Cisco
CSCO
+$1.15M

Top Sells

1 +$2.24M
2 +$2.06M
3 +$1.94M
4
CTVA icon
Corteva
CTVA
+$1.89M
5
PG icon
Procter & Gamble
PG
+$1.64M

Sector Composition

1 Consumer Staples 19.58%
2 Healthcare 18.88%
3 Technology 18.65%
4 Industrials 16.27%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$214K 0.01%
491
177
$214K 0.01%
6,000
178
$157K 0.01%
12,004
-2,433
179
$122K 0.01%
60,000
180
-100
181
-10,000
182
-4,200
183
-396
184
-7,000
185
-9,000
186
-17,231
187
-17,773
188
-5,000
189
-5,000