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
$2.39B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$874K
3
+$618K
4
DE icon
Deere & Co
DE
+$332K
5
AAPL icon
Apple
AAPL
+$307K

Top Sells

1
+$4.73M
2
+$3.89M
3
+$3.48M
4
PEP icon
PepsiCo
PEP
+$3.42M
5
TT icon
Trane Technologies
TT
+$3.29M

Sector Composition

1 Technology 18.43%
2 Healthcare 17.55%
3 Industrials 16.74%
4 Consumer Staples 16.62%
5 Energy 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$262K 0.01%
13,500
177
$261K 0.01%
16,000
178
$250K 0.01%
26,361
-18,024
179
$242K 0.01%
1,429
-2,850
180
$233K 0.01%
5,000
181
$224K 0.01%
5,200
182
$203K 0.01%
1,650
-360
183
$143K 0.01%
17,839
-9,638
184
$116K ﹤0.01%
11,500
185
$114K ﹤0.01%
32,545
186
$57K ﹤0.01%
15,000
187
$50.5K ﹤0.01%
14,480
188
$20.5K ﹤0.01%
17,500
189
– –
-5,000
4 5 6 7
8