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
$2.57B
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$3.2M
2 +$1.47M
3 +$1.46M
4
META icon
Meta Platforms (Facebook)
META
+$977K
5
VLTO icon
Veralto
VLTO
+$948K

Top Sells

1 +$19.8M
2 +$16.4M
3 +$7.63M
4
MCK icon
McKesson
MCK
+$7.44M
5
MRK icon
Merck
MRK
+$3.82M

Sector Composition

1 Technology 22.37%
2 Industrials 17.81%
3 Healthcare 14.46%
4 Consumer Staples 14.43%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-4,900