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
$2.19B
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.59M
3
+$2.42M
4
QCOM icon
Qualcomm
QCOM
+$1.28M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.19M

Top Sells

1
+$738K
2
+$731K
3
+$712K
4
CPB icon
Campbell Soup
CPB
+$700K
5
LLY icon
Eli Lilly
LLY
+$668K

Sector Composition

1 Healthcare 18.81%
2 Consumer Staples 17.43%
3 Industrials 17.3%
4 Technology 12.19%
5 Energy 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-6,200
202
– –
-4,150
203
– –
-6,000
204
– –
-5,625
205
– –
-21,924
206
– –
-4,275
207
– –
-16,875
208
– –
-13,485
209
– –
-18,900
210
– –
-25,350
5 6 7 8
9