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
$2.85B
AUM Growth
+$283M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$9.07M
3 +$7.78M
4
MSFT icon
Microsoft
MSFT
+$6.07M
5
V icon
Visa
V
+$6M

Top Sells

1 +$9.3M
2 +$5.09M
3 +$4.13M
4
FCX icon
Freeport-McMoran
FCX
+$4.02M
5
HON icon
Honeywell
HON
+$3.98M

Sector Composition

1 Technology 22.25%
2 Industrials 17.1%
3 Healthcare 14.62%
4 Consumer Staples 14.39%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$106K ﹤0.01%
13,899
202
$65K ﹤0.01%
15,000
203
$47.4K ﹤0.01%
17,500
204
-60,625
205
-5,950
206
-5,000
207
-26,675
208
-13,248