MHC
Meyer Handelman Company Portfolio holdings
AUM
$3.03B
This Quarter Return
+9.96%
1 Year Return
+17.75%
3 Year Return
+65.29%
5 Year Return
+125.22%
10 Year Return
+235.94%
AUM
$2.57B
AUM Growth
+$2.57B
(+3.5%)
Cap. Flow
-$131M
Cap. Flow
% of AUM
-5.12%
Top 10 Holdings %
Top 10 Hldgs %
30.18%
Holding
201
New
10
Increased
18
Reduced
88
Closed
11
Top Buys
| 1 |
Omnicom Group
OMC
|
$3.51M |
| 2 |
Netflix
NFLX
|
$1.62M |
| 3 |
Verizon
VZ
|
$1.57M |
| 4 |
Meta Platforms (Facebook)
META
|
$1.06M |
| 5 |
Veralto
VLTO
|
$1.04M |
Top Sells
| 1 |
Microsoft
MSFT
|
$20.9M |
| 2 |
Apple
AAPL
|
$17.1M |
| 3 |
McKesson
MCK
|
$7.57M |
| 4 |
Procter & Gamble
PG
|
$7.55M |
| 5 |
Merck
MRK
|
$4.02M |
Sector Composition
| 1 | Technology | 22.37% |
| 2 | Industrials | 17.81% |
| 3 | Healthcare | 14.46% |
| 4 | Consumer Staples | 14.43% |
| 5 | Consumer Discretionary | 6.7% |