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
$1.88B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1 +$6.14M
2 +$3.46M
3 +$2.16M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.18M
5
WFC icon
Wells Fargo
WFC
+$981K

Top Sells

1 +$3.38M
2 +$3.24M
3 +$1.6M
4
AAPL icon
Apple
AAPL
+$1.54M
5
AMGN icon
Amgen
AMGN
+$1.08M

Sector Composition

1 Technology 19.86%
2 Consumer Staples 18.7%
3 Healthcare 17.48%
4 Industrials 16.02%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$306K 0.02%
7,398
177
$305K 0.02%
6,000
178
$300K 0.02%
14,000
179
$254K 0.01%
2,600
180
$252K 0.01%
2,940
181
$250K 0.01%
491
182
$180K 0.01%
10,914
-1,090
183
$156K 0.01%
60,000
184
-12,184