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
$2.61B
AUM Growth
-$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.74M
3
+$1.68M
4
NVDA icon
NVIDIA
NVDA
+$1.48M
5
VZ icon
Verizon
VZ
+$1.23M

Top Sells

1
+$1.81M
2
+$1.56M
3
+$1.4M
4
PG icon
Procter & Gamble
PG
+$1.13M
5
MPC icon
Marathon Petroleum
MPC
+$1.05M

Sector Composition

1 Technology 21.34%
2 Healthcare 16.65%
3 Industrials 15.97%
4 Consumer Staples 15.27%
5 Energy 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$295K 0.01%
5,200
177
$294K 0.01%
4,200
178
$289K 0.01%
+2,700
179
$274K 0.01%
1,357
180
$271K 0.01%
2,668
181
$268K 0.01%
491
182
$255K 0.01%
5,000
183
$247K 0.01%
7,376
-3,061
184
$225K 0.01%
13,500
185
$218K 0.01%
14,480
186
$207K 0.01%
5,019
187
$156K 0.01%
30,000
188
$63K ﹤0.01%
17,500
189
– –
-23,557
190
– –
-8,819
191
– –
-32,299
192
– –
-3,993
4 5 6 7
8