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Richard A. Handelman

@Meyer Handelman Co

Latest period2024 - Q4ReportedManaged Assets$2.89BTotal holdings210
Assets growth rate-2.29%Assets growth rate (2-Q avg)0.93%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Meyer Handelman Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 210 positions.

Assets under management

The assets under management (AUM) of Meyer Handelman Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.89B in assets, with a quarterly growth rate of -2.29% and a 2-quarter average growth rate of 0.93%. The portfolio is managed by Richard A. Handelman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KMBKimberly-clark Corp
Recent Activity
Increased 0.72%
2%
$57.574M
439,361 shares@ $131.04 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 0.9%
1.3%
$37.453M
632,653 shares@ $59.21 avg price
MRKMerck & Co Inc
Recent Activity
Increased 0.52%
1.26%
$36.194M
363,832 shares@ $99.48 avg price
AMGNAmgen Inc
Recent Activity
Increased 0.55%
1.2%
$34.638M
132,896 shares@ $260.64 avg price
ALLAllstate Corp
Recent Activity
Increased 1.78%
1.19%
$34.242M
177,611 shares@ $192.8 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.45%
1.16%
$33.341M
56,944 shares@ $585.51 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 0.01%
0.96%
$27.556M
146,960 shares@ $187.52 avg price
ABBVAbbvie Inc
Recent Activity
Increased 1.06%
0.96%
$27.519M
154,861 shares@ $177.71 avg price
VVisa Inc
Recent Activity
Increased 1.78%
0.95%
$27.319M
86,443 shares@ $316.04 avg price
MMM3m Co
Recent Activity
Increased 1.38%
0.89%
$25.511M
197,618 shares@ $129.1 avg price