MHC

Meyer Handelman Company Portfolio holdings

AUM $3.19B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.11B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$1.59M
3
+$1.08M
4
CVX icon
Chevron
CVX
+$933K
5
KHC icon
Kraft Heinz
KHC
+$738K

Top Sells

1
+$6.84M
2
+$4.39M
3
+$3.4M
4
FCX icon
Freeport-McMoran
FCX
+$2.9M
5
NEM icon
Newmont
NEM
+$2.11M

Sector Composition

1 Consumer Staples 19.76%
2 Healthcare 18.22%
3 Industrials 17.35%
4 Technology 12.46%
5 Energy 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$173K 0.01%
11,600
202
– –
-4,600
203
– –
-3,625
204
– –
-81,000
205
– –
-59,400
5 6 7 8
9