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
$2.96B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1 +$4.37M
2 +$2.77M
3 +$2M
4
V icon
Visa
V
+$1.43M
5
AMZN icon
Amazon
AMZN
+$1.34M

Top Sells

1 +$6.87M
2 +$5.56M
3 +$3.32M
4
ETN icon
Eaton
ETN
+$2.05M
5
TEL icon
TE Connectivity
TEL
+$1.94M

Sector Composition

1 Technology 22.85%
2 Industrials 17.75%
3 Consumer Staples 14.41%
4 Healthcare 13.93%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$237K 0.01%
496
202
$231K 0.01%
1,409
203
$222K 0.01%
+1,200
204
$217K 0.01%
+935
205
$215K 0.01%
+3,644
206
$209K 0.01%
+3,400
207
$204K 0.01%
+1,125
208
$202K 0.01%
+10,435
209
$201K 0.01%
5,065
210
$136K ﹤0.01%
12,800
-19,650
211
$107K ﹤0.01%
15,000
212
$69.9K ﹤0.01%
13,899
213
-6,120
214
-4,233
215
-4,850
216
-7,080