MHC

Meyer Handelman Company Portfolio holdings

AUM $3.16B
1-Year Est. Return 17.29%
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.77M
3
+$1.73M
4
AAPL icon
Apple
AAPL
+$1.62M
5
ITW icon
Illinois Tool Works
ITW
+$1.59M

Top Sells

1
+$2.14M
2
+$1.6M
3
+$1.12M
4
WMT icon
Walmart
WMT
+$989K
5
MDLZ icon
Mondelez International
MDLZ
+$948K

Sector Composition

1 Technology 20.11%
2 Industrials 18.31%
3 Consumer Staples 17.57%
4 Healthcare 15.96%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$296K 0.01%
2,600
177
$291K 0.01%
+5,000
178
$278K 0.01%
5,800
179
$260K 0.01%
7,000
180
$257K 0.01%
800
181
$245K 0.01%
+8,000
182
$242K 0.01%
6,888
-5,084
183
$219K 0.01%
+4,000
184
$209K 0.01%
1,300
185
$105K ﹤0.01%
17,500
186
– –
-10,450
187
– –
-210
188
– –
-25,000
189
– –
-10,375
190
– –
-44,000
4 5 6 7
8