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
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11.3M
3
+$4.46M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.34M
5
MRK icon
Merck
MRK
+$3.81M

Top Sells

1
+$936K
2
+$839K
3
+$573K
4
ENB icon
Enbridge
ENB
+$478K
5
HON icon
Honeywell
HON
+$474K

Sector Composition

1 Technology 21.87%
2 Industrials 16.27%
3 Healthcare 15.6%
4 Consumer Staples 15.39%
5 Energy 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$345K 0.01%
16,000
177
$321K 0.01%
2,100
178
$298K 0.01%
7,990
179
$297K 0.01%
2,628
+28
180
$294K 0.01%
13,248
181
$284K 0.01%
1,365
+8
182
$267K 0.01%
5,000
183
$249K 0.01%
+3,000
184
$240K 0.01%
+1,000
185
$218K 0.01%
+5,500
186
$216K 0.01%
+491
187
$207K 0.01%
+3,771
188
$117K ﹤0.01%
13,899
+661
189
$97.6K ﹤0.01%
32,545
190
$50.8K ﹤0.01%
17,500
191
$45.3K ﹤0.01%
15,000
192
– –
-14,480
193
– –
-575
194
– –
-518
195
– –
-4,700
196
– –
-2,345
197
– –
-1,429
198
– –
-5,393
4 5 6 7
8