MHC

Meyer Handelman Company Portfolio holdings

AUM $3.22B
1-Year Est. Return 24.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.16B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$7.68M
2
+$2.71M
3
+$2.06M
4
V icon
Visa
V
+$2.01M
5
AMZN icon
Amazon
AMZN
+$1.74M

Top Sells

1
+$8.97M
2
+$4.69M
3
+$4.01M
4
ETR icon
Entergy
ETR
+$3.79M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.45M

Sector Composition

1 Technology 25.26%
2 Industrials 17.46%
3 Consumer Staples 12.04%
4 Healthcare 12.03%
5 Financials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$478K 0.02%
7,990
177
$470K 0.01%
1,427
178
$468K 0.01%
6,800
179
$463K 0.01%
1,945
-1,010
180
$423K 0.01%
12,312
-15,700
181
$421K 0.01%
16,000
182
$415K 0.01%
4,950
183
$404K 0.01%
7,845
-35
184
$403K 0.01%
3,696
185
$397K 0.01%
4,900
186
$394K 0.01%
564
187
$393K 0.01%
2,200
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188
$393K 0.01%
3,100
189
$367K 0.01%
1,193
190
$350K 0.01%
+1,131
191
$327K 0.01%
1,300
192
$309K 0.01%
2,400
193
$309K 0.01%
543
194
$304K 0.01%
13,131
195
$300K 0.01%
10,435
196
$298K 0.01%
1,404
197
$297K 0.01%
255
198
$284K 0.01%
1,100
199
$273K 0.01%
3,736
-1,300
200
$261K 0.01%
5,065
5 6 7
8
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