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
$2.21B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1 +$2.92M
2 +$1.77M
3 +$1.73M
4
AAPL icon
Apple
AAPL
+$1.62M
5
ITW icon
Illinois Tool Works
ITW
+$1.59M

Top Sells

1 +$2.14M
2 +$1.6M
3 +$1.12M
4
WMT icon
Walmart
WMT
+$989K
5
MDLZ icon
Mondelez International
MDLZ
+$948K

Sector Composition

1 Technology 20.11%
2 Industrials 18.31%
3 Consumer Staples 17.57%
4 Healthcare 15.96%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$126M 5.72%
568,546
+7,950
2
$103M 4.66%
485,126
+1,367
3
$83M 3.75%
596,554
+1,681
4
$75.3M 3.4%
567,618
+12,230
5
$57M 2.58%
422,628
-1,524
6
$49.9M 2.25%
1,355,114
-58,182
7
$47.4M 2.14%
326,548
-1,550
8
$43.7M 1.98%
744,115
+4,096
9
$43.6M 1.97%
362,271
+5,806
10
$42.7M 1.93%
574,368
+10,650
11
$42.1M 1.9%
283,944
+5,550
12
$41M 1.85%
660,438
+11,000
13
$35.7M 1.61%
244,431
+6,398
14
$35.2M 1.59%
707,113
+21,300
15
$35.1M 1.59%
172,246
+7,800
16
$34.9M 1.58%
228,897
+4,850
17
$34.7M 1.57%
722,286
-20,580
18
$33.3M 1.5%
125,211
-520
19
$33.1M 1.5%
201,603
+800
20
$31.4M 1.42%
247,037
-1,000
21
$29.7M 1.34%
380,409
+262
22
$29.5M 1.34%
252,232
+2,917
23
$28.6M 1.29%
175,820
+1,440
24
$28.5M 1.29%
197,914
-1,625
25
$28M 1.27%
161,215
+2,398