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
$1.97B
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$681K
3
+$573K
4
C icon
Citigroup
C
+$499K
5
SYY icon
Sysco
SYY
+$470K

Top Sells

1
+$3.38M
2
+$2.73M
3
+$2.11M
4
AAPL icon
Apple
AAPL
+$1.86M
5
MDLZ icon
Mondelez International
MDLZ
+$1.8M

Sector Composition

1 Technology 19.94%
2 Consumer Staples 19.13%
3 Healthcare 16.9%
4 Industrials 16.85%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$216K 0.01%
+1,300
177
$215K 0.01%
800
-1,300
178
$207K 0.01%
+7,000
179
$130K 0.01%
+17,500
180
$31K ﹤0.01%
+10,375
181
– –
-6,000
182
– –
-2,836
183
– –
-11,839
184
– –
-42,000
185
– –
-20,564
186
– –
-9,050
187
– –
-10,914
188
– –
-24,400
4 5 6 7
8