MHC

Meyer Handelman Company Portfolio holdings

AUM $3.19B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.88M
3
+$2.72M
4
SOLV icon
Solventum
SOLV
+$2.53M
5
VZ icon
Verizon
VZ
+$2.22M

Top Sells

1
+$9.16M
2
+$4.73M
3
+$4.41M
4
MMM icon
3M
MMM
+$3.54M
5
TT icon
Trane Technologies
TT
+$2.24M

Sector Composition

1 Technology 23.68%
2 Industrials 16.95%
3 Healthcare 14.3%
4 Consumer Staples 14.21%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$207K 0.01%
4,233
-1,860
202
$201K 0.01%
+5,065
203
$201K 0.01%
255
204
$76.2K ﹤0.01%
15,000
205
$57.1K ﹤0.01%
13,899
206
– –
-4,053
207
– –
-2,750
208
– –
-17,500
209
– –
-32,545
210
– –
-454
5 6 7 8
9