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
$2.48B
AUM Growth
+$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1 +$2.56M
2 +$2.28M
3 +$1.56M
4
CVX icon
Chevron
CVX
+$1.48M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.38M

Top Sells

1 +$7.51M
2 +$2.84M
3 +$2.19M
4
MRK icon
Merck
MRK
+$1.37M
5
IP icon
International Paper
IP
+$1.34M

Sector Composition

1 Technology 21.83%
2 Industrials 16.93%
3 Consumer Staples 15.92%
4 Healthcare 15.34%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$284K 0.01%
4,700
177
$255K 0.01%
1,429
178
$249K 0.01%
518
179
$240K 0.01%
+7,990
180
$215K 0.01%
+400
181
$202K 0.01%
+575
182
$126K 0.01%
+13,238
183
$80.1K ﹤0.01%
32,545
184
$53.1K ﹤0.01%
15,000
185
$41.3K ﹤0.01%
14,480
186
$33.8K ﹤0.01%
17,500
187
-11,500