MHC

Meyer Handelman Company Portfolio holdings

AUM $3.16B
1-Year Est. Return 17.29%
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.97B
AUM Growth
-$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.63M
3
+$2.29M
4
QCOM icon
Qualcomm
QCOM
+$1.26M
5
UPS icon
United Parcel Service
UPS
+$1.17M

Top Sells

1
+$16.7M
2
+$9.36M
3
+$4.41M
4
DD
Du Pont De Nemours E I
DD
+$1.52M
5
BMY icon
Bristol-Myers Squibb
BMY
+$580K

Sector Composition

1 Consumer Staples 19.7%
2 Healthcare 17.91%
3 Industrials 17.03%
4 Technology 12.66%
5 Energy 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-624
202
– –
-10,700
203
– –
-2,706
204
– –
-4,450
205
– –
-5,400
206
– –
-196,291
207
– –
-1,800
5 6 7 8
9