MHC

Meyer Handelman Company Portfolio holdings

AUM $3.19B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
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 +$15.1M
2 +$8.42M
3 +$7.15M
4
V icon
Visa
V
+$5.93M
5
MSFT icon
Microsoft
MSFT
+$5.84M

Top Sells

1 +$8.6M
2 +$4.54M
3 +$3.87M
4
ENB icon
Enbridge
ENB
+$3.87M
5
TEL icon
TE Connectivity
TEL
+$3.83M

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
-13,248
205
-26,675
206
-5,000
207
-5,950
208
-60,625