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
$2.23B
AUM Growth
+$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$8.12M
2 +$2.5M
3 +$1.5M
4
SBUX icon
Starbucks
SBUX
+$1.27M
5
GILD icon
Gilead Sciences
GILD
+$799K

Top Sells

1 +$3.92M
2 +$3.19M
3 +$1.45M
4
ADT
ADT Corp
ADT
+$1.41M
5
PG icon
Procter & Gamble
PG
+$1.41M

Sector Composition

1 Consumer Staples 20.31%
2 Healthcare 17.97%
3 Industrials 17.4%
4 Technology 12.33%
5 Energy 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-5,050
202
-1,525
203
-9,000
204
-4,450