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
$2.53B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.16M
3
+$1.96M
4
CRM icon
Salesforce
CRM
+$1.44M
5
VZ icon
Verizon
VZ
+$1.22M

Top Sells

1
+$2M
2
+$1.34M
3
+$1.17M
4
COP icon
ConocoPhillips
COP
+$1.13M
5
CAT icon
Caterpillar
CAT
+$903K

Sector Composition

1 Technology 20.57%
2 Industrials 18.6%
3 Consumer Staples 15.59%
4 Healthcare 15.28%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$153M 6.05%
565,196
-1,050
2
$103M 4.08%
470,796
-5,350
3
$82.6M 3.26%
612,504
-800
4
$78.2M 3.09%
570,618
-1,600
5
$60.3M 2.38%
327,398
-2,900
6
$58.2M 2.3%
434,692
+5,920
7
$55.6M 2.2%
1,420,295
+17,816
8
$51.5M 2.03%
367,344
+837
9
$44.8M 1.77%
575,768
-10,000
10
$44.7M 1.76%
668,238
-10,900
11
$44M 1.74%
784,418
+21,806
12
$41.8M 1.65%
745,273
+34,967
13
$41.4M 1.64%
279,644
-600
14
$41.4M 1.63%
248,995
-220
15
$40.1M 1.59%
208,751
16
$40.1M 1.59%
125,879
-900
17
$39.5M 1.56%
276,062
+20,575
18
$39.3M 1.55%
175,596
+750
19
$38.7M 1.53%
249,002
-1,350
20
$34.3M 1.35%
728,886
-1,200
21
$33M 1.3%
194,579
-2,385
22
$32.1M 1.27%
605,749
+7,800
23
$31.6M 1.25%
183,600
+3,100
24
$30.7M 1.21%
160,565
-1,100
25
$30.1M 1.19%
242,315
-6,853
1
2 3 4 5