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
$2.68B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.18M
3
+$1.18M
4
AMGN icon
Amgen
AMGN
+$1.12M
5
C icon
Citigroup
C
+$1.12M

Top Sells

1
+$2.05M
2
+$1.79M
3
+$1.48M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
PANW icon
Palo Alto Networks
PANW
+$920K

Sector Composition

1 Technology 22.21%
2 Industrials 17.39%
3 Healthcare 16.01%
4 Consumer Staples 15.43%
5 Consumer Discretionary 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$187M 6.95%
554,625
+529
2
$100M 3.74%
613,059
+4,655
3
$96.9M 3.61%
545,693
-525
4
$96.3M 3.59%
461,955
+1,909
5
$83M 3.09%
1,405,868
-427
6
$64.9M 2.42%
321,248
+3,950
7
$62.7M 2.34%
438,512
+3,070
8
$53.9M 2.01%
294,962
+8,400
9
$49.3M 1.84%
118,729
-850
10
$48.7M 1.81%
280,194
+1,850
11
$47.3M 1.76%
354,117
-15,319
12
$46.2M 1.72%
587,894
+11,126
13
$42.5M 1.58%
817,078
+20,760
14
$42.4M 1.58%
680,728
+14,890
15
$40.3M 1.5%
161,965
+1,400
16
$39.3M 1.47%
763,673
+11,800
17
$39.3M 1.47%
620,423
+17,674
18
$38.6M 1.44%
243,630
-5,272
19
$38.4M 1.43%
155,396
+4,800
20
$37.6M 1.4%
199,545
-1,056
21
$37.1M 1.38%
250,072
+2,512
22
$35.3M 1.32%
731,886
+3,000
23
$32.8M 1.22%
279,853
+2,347
24
$32.6M 1.21%
188,799
-2,240
25
$31.7M 1.18%
437,224
+13,800
1
2 3 4 5