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
$2.41B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.63M
3
+$2.27M
4
GILD icon
Gilead Sciences
GILD
+$2.11M
5
CRM icon
Salesforce
CRM
+$1.93M

Top Sells

1
+$1.95M
2
+$1.32M
3
+$1.23M
4
ADP icon
Automatic Data Processing
ADP
+$1.15M
5
DHR icon
Danaher
DHR
+$968K

Sector Composition

1 Technology 19.93%
2 Industrials 18.88%
3 Consumer Staples 16.25%
4 Healthcare 15.42%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$134M 5.53%
566,246
-2,300
2
$103M 4.28%
476,146
-8,980
3
$83.1M 3.44%
613,304
+16,750
4
$69.9M 2.89%
572,218
+4,600
5
$59.6M 2.47%
428,772
+6,144
6
$54.7M 2.26%
330,298
+3,750
7
$50.8M 2.1%
1,402,479
+47,365
8
$46.7M 1.93%
366,507
+4,236
9
$46.1M 1.91%
585,768
+11,400
10
$45.5M 1.88%
710,306
+3,193
11
$44.3M 1.84%
762,612
+18,497
12
$42.9M 1.78%
679,138
+18,700
13
$40.1M 1.66%
249,215
+4,784
14
$39.6M 1.64%
280,244
-3,700
15
$39.5M 1.63%
208,751
+7,148
16
$38.7M 1.6%
174,846
+2,600
17
$38.7M 1.6%
126,779
+1,568
18
$38.1M 1.58%
250,352
+3,315
19
$33.9M 1.4%
255,487
+26,590
20
$33.1M 1.37%
730,086
+7,800
21
$32.8M 1.36%
141,566
+1,500
22
$31.5M 1.31%
161,665
+450
23
$30.9M 1.28%
597,949
+33,850
24
$29.6M 1.23%
196,964
-950
25
$29.4M 1.22%
249,168
-3,064
1
2 3 4 5