MHC

Meyer Handelman Company Portfolio holdings

AUM $3.16B
1-Year Est. Return 17.28%
This Quarter Est. Return
1 Year Est. Return
+17.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.44B
AUM Growth
-$94.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$1.92M
3 +$1.35M
4
AMZN icon
Amazon
AMZN
+$1.08M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$784K

Top Sells

1 +$8.34M
2 +$5.17M
3 +$3.73M
4
AAPL icon
Apple
AAPL
+$3.45M
5
MSFT icon
Microsoft
MSFT
+$3.13M

Sector Composition

1 Technology 21.08%
2 Industrials 17.86%
3 Healthcare 15.59%
4 Consumer Staples 15.52%
5 Consumer Discretionary 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,440
202
-6,600
203
-2,116