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
$2.16B
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.09M
3
+$534K
4
APC
Anadarko Petroleum
APC
+$466K
5
AAPL icon
Apple
AAPL
+$272K

Top Sells

1
+$2.12M
2
+$1.72M
3
+$1.01M
4
PEP icon
PepsiCo
PEP
+$851K
5
VZ icon
Verizon
VZ
+$743K

Sector Composition

1 Consumer Staples 20.23%
2 Industrials 17.78%
3 Healthcare 16.72%
4 Technology 12.78%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$205K 0.01%
+1,004
202
$188K 0.01%
11,000
-2,000
203
– –
-5,614
204
– –
-1,800
205
– –
-10,303
5 6 7 8
9