MHC

Meyer Handelman Company Portfolio holdings

AUM $3.19B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.03B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.83M
3
+$2.28M
4
ADBE icon
Adobe
ADBE
+$2.28M
5
META icon
Meta Platforms (Facebook)
META
+$2.28M

Top Sells

1
+$7.72M
2
+$2.85M
3
+$2.5M
4
QCOM icon
Qualcomm
QCOM
+$2.15M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.13M

Sector Composition

1 Technology 24.63%
2 Industrials 17.9%
3 Consumer Staples 12.74%
4 Healthcare 12.56%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$509K 0.02%
7,880
-1,255
177
$499K 0.02%
15,701
-5,200
178
$495K 0.02%
7,990
179
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180
$457K 0.02%
16,000
181
$451K 0.01%
3,100
182
$433K 0.01%
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183
$414K 0.01%
2,400
184
$382K 0.01%
5,036
-275
185
$377K 0.01%
6,800
186
$375K 0.01%
1,180
187
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188
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13,640
-6,525
189
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190
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3,696
191
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3,100
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192
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193
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194
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195
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13,131
+1,340
196
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197
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1,300
198
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7,704
-6,523
199
$272K 0.01%
700
200
$272K 0.01%
10,435
5 6 7
8
9