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
$2.61B
AUM Growth
-$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.74M
3
+$1.68M
4
NVDA icon
NVIDIA
NVDA
+$1.48M
5
VZ icon
Verizon
VZ
+$1.23M

Top Sells

1
+$1.81M
2
+$1.56M
3
+$1.4M
4
PG icon
Procter & Gamble
PG
+$1.13M
5
MPC icon
Marathon Petroleum
MPC
+$1.05M

Sector Composition

1 Technology 21.34%
2 Healthcare 16.65%
3 Industrials 15.97%
4 Consumer Staples 15.27%
5 Energy 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$169M 6.5%
549,550
-5,075
2
$95.3M 3.65%
545,628
-65
3
$92.5M 3.55%
605,694
-7,365
4
$90.4M 3.47%
464,762
+2,807
5
$72.8M 2.79%
1,405,853
-15
6
$54.5M 2.09%
442,160
+3,648
7
$50.1M 1.92%
685,808
+5,080
8
$49.4M 1.89%
323,548
+2,300
9
$49.1M 1.88%
160,365
-1,600
10
$48M 1.84%
587,894
11
$47M 1.8%
280,904
+710
12
$45.8M 1.76%
352,417
-1,700
13
$45.6M 1.75%
298,237
+3,275
14
$44.2M 1.69%
271,279
-8,574
15
$42.9M 1.64%
841,231
+24,153
16
$38.3M 1.47%
772,073
+8,400
17
$36.4M 1.4%
198,545
-1,000
18
$36.3M 1.39%
732,216
+330
19
$35.3M 1.36%
118,049
-680
20
$35.2M 1.35%
426,071
-3,336
21
$34.7M 1.33%
622,573
+2,150
22
$33.3M 1.28%
244,141
+511
23
$32.3M 1.24%
154,146
-1,250
24
$31.9M 1.22%
195,420
+7,100
25
$31.7M 1.22%
142,216
-200
1
2 3 4 5