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
$2.48B
AUM Growth
+$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.28M
3
+$1.56M
4
CVX icon
Chevron
CVX
+$1.48M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.38M

Top Sells

1
+$7.51M
2
+$2.84M
3
+$2.19M
4
MRK icon
Merck
MRK
+$1.37M
5
IP icon
International Paper
IP
+$1.34M

Sector Composition

1 Technology 21.83%
2 Industrials 16.93%
3 Consumer Staples 15.92%
4 Healthcare 15.34%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$171M 6.9%
501,847
-22,065
2
$103M 4.16%
530,606
-2,960
3
$90.5M 3.65%
436,053
+5,050
4
$88.6M 3.58%
583,584
-650
5
$60.1M 2.43%
435,294
-1,150
6
$54.8M 2.21%
128,269
-6,650
7
$54.7M 2.21%
286,048
-1,450
8
$50.9M 2.06%
1,387,913
-1,593
9
$45.1M 1.82%
243,354
-2,250
10
$43.3M 1.75%
323,255
-9,252
11
$41.2M 1.66%
554,794
+6,400
12
$39.6M 1.6%
369,080
-9,664
13
$39.6M 1.6%
618,863
+21,510
14
$38.2M 1.54%
152,866
+1,920
15
$38.1M 1.54%
242,279
+9,415
16
$37.8M 1.53%
722,241
+1,725
17
$37.1M 1.5%
311,527
+3,940
18
$36.9M 1.49%
118,799
+2,550
19
$36.7M 1.48%
317,670
-11,875
20
$36.3M 1.47%
249,457
+1,750
21
$35.9M 1.45%
275,234
+19,644
22
$35.2M 1.42%
195,807
-300
23
$34.2M 1.38%
282,920
+18,880
24
$33.4M 1.35%
135,816
+3,800
25
$32.8M 1.32%
109,838
1
2 3 4 5