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
$2.53B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$2.94M
2 +$2.16M
3 +$1.96M
4
CRM icon
Salesforce
CRM
+$1.44M
5
VZ icon
Verizon
VZ
+$1.22M

Top Sells

1 +$2M
2 +$1.34M
3 +$1.17M
4
COP icon
ConocoPhillips
COP
+$1.13M
5
CAT icon
Caterpillar
CAT
+$903K

Sector Composition

1 Technology 20.57%
2 Industrials 18.6%
3 Consumer Staples 15.59%
4 Healthcare 15.28%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,000
202
-5,000