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
$2.57B
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$1.62M
3
+$1.57M
4
META icon
Meta Platforms (Facebook)
META
+$1.06M
5
VLTO icon
Veralto
VLTO
+$1.04M

Top Sells

1
+$20.9M
2
+$17.1M
3
+$7.57M
4
PG icon
Procter & Gamble
PG
+$7.55M
5
MRK icon
Merck
MRK
+$4.02M

Sector Composition

1 Technology 22.37%
2 Industrials 17.81%
3 Healthcare 14.46%
4 Consumer Staples 14.43%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$333K 0.01%
16,000
177
$302K 0.01%
1,357
-8
178
$298K 0.01%
13,248
179
$297K 0.01%
+681
180
$264K 0.01%
400
-1,302
181
$254K 0.01%
+1,723
182
$234K 0.01%
+575
183
$225K 0.01%
+1,025
184
$224K 0.01%
5,200
-300
185
$220K 0.01%
+140
186
$207K 0.01%
+255
187
$135K 0.01%
32,545
188
$116K ﹤0.01%
13,899
189
$66K ﹤0.01%
15,000
190
$38.7K ﹤0.01%
17,500
191
– –
-34,852
192
– –
-4,500
193
– –
-1,000
194
– –
-15,200
195
– –
-9,500
196
– –
-725
197
– –
-3,994
198
– –
-2,100
199
– –
-5,613
200
– –
-491
5 6 7
8
9